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Kingsview Wealth Management’s Philip Morris PM Stock Holding History

Kingsview Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.34M Sell
26,231
-43,698
-62% -$7.59M 0.06% 332
2025
Q4 		$11.2M Buy
69,929
+6,050
+9% +$937K 0.16% 116
2025
Q3 		$10.4M Buy
63,879
+40,790
+177% +$6.86M 0.16% 123
2025
Q2 		$4.21M Buy
23,089
+2,922
+14% +$502K 0.07% 278
2025
Q1 		$3.2M Sell
20,167
-16,898
-46% -$2.39M 0.06% 283
2024
Q4 		$4.46M Buy
37,065
+18,257
+97% +$2.3M 0.09% 219
2024
Q3 		$2.28M Buy
18,808
+2,747
+17% +$319K 0.05% 341
2024
Q2 		$1.63M Buy
16,061
+2,386
+17% +$233K 0.04% 395
2024
Q1 		$1.25M Buy
13,675
+642
+5% +$59.2K 0.03% 445
2023
Q4 		$1.23M Sell
13,033
-727
-5% -$67K 0.04% 410
2023
Q3 		$1.27M Buy
13,760
+2,205
+19% +$212K 0.05% 380
2023
Q2 		$1.13M Buy
11,555
+578
+5% +$55.2K 0.04% 370
2023
Q1 		$1.07M Sell
10,977
-2,418
-18% -$241K 0.04% 384
2022
Q4 		$1.36M Buy
13,395
+706
+6% +$66.6K 0.06% 290
2022
Q3 		$1.05M Sell
12,689
-926
-7% -$88.3K 0.05% 318
2022
Q2 		$1.34M Buy
13,615
+5,193
+62% +$529K 0.06% 291
2022
Q1 		$791K Sell
8,422
-70
-0.8% -$7K 0.03% 463
2021
Q4 		$807K Sell
8,492
-2,113
-20% -$197K 0.03% 460
2021
Q3 		$1M Sell
10,605
-4,510
-30% -$454K 0.05% 378
2021
Q2 		$1.51M Buy
15,115
+4,683
+45% +$449K 0.07% 282
2021
Q1 		$919K Buy
10,432
+2,763
+36% +$235K 0.05% 351
2020
Q4 		$635K Sell
7,669
-3,219
-30% -$251K 0.05% 387
2020
Q3 		$816K Buy
10,888
+138
+1% +$10.6K 0.07% 263
2020
Q2 		$753K Buy
10,750
+1,023
+11% +$74.6K 0.08% 254
2020
Q1 		$710K Buy
9,727
+1,692
+21% +$139K 0.1% 220
2019
Q4 		$684K Buy
8,035
+320
+4% +$26.4K 0.09% 238
2019
Q3 		$586K Buy
7,715
+1,562
+25% +$124K 0.09% 230
2019
Q2 		$483K Sell
6,153
-263
-4% -$21.7K 0.08% 252
2019
Q1 		$567K Sell
6,416
-16,230
-72% -$1.31M 0.09% 247
2018
Q4 		$1.51M Sell
22,646
-14
-0.1% -$1.17K 0.33% 97
2018
Q3 		$1.85M Buy
22,660
+818
+4% +$67.2K 0.37% 80
2018
Q2 		$1.76M Buy
21,842
+1
+0% +$85 0.42% 72
2018
Q1 		$2.17M Buy
21,841
+19,589
+870% +$2.04M 0.54% 58
2017
Q4 		$238K Sell
2,252
-250
-10% -$26.6K 0.08% 276
2017
Q3 		$278K Buy
2,502
+80
+3% +$9.31K 0.12% 225
2017
Q2 		$284K Sell
2,422
-325
-12% -$37.6K 0.15% 191
2017
Q1 		$310K Buy
+2,747
New +$283K 0.18% 168

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's PM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Philip Morris (PM) stake by 62% in Q1 2026, selling an estimated $7.59M and leaving 26,231 shares worth $4.34M. The position accounts for 0.06% of the portfolio, ranked #332.

Kingsview Wealth Management first reported a position in PM in Q1 2017 and has held it in 37 quarters since. The position peaked at $11.2M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Kingsview Wealth Management held 26,231 shares of Philip Morris worth $4.34M as of Q1 2026.
  • Kingsview Wealth Management sold 43,698 Philip Morris shares in Q1 2026, an estimated $7.59M.
  • Philip Morris made up 0.06% of Kingsview Wealth Management's portfolio in Q1 2026, its #332 holding.
  • Kingsview Wealth Management first reported a position in Philip Morris in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Philip Morris position peaked at $11.2M in Q4 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.