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
2021 Q4	–	Sell	-1,000	Closed	-$7K	–	1026
2021 Q3	$7K	Buy	+1,000	New	+$101K	﹤0.01%	850
2017 Q4	–	Sell	-100	Closed	-$1K	–	429
2017 Q3	$1K	Buy	+100	New	+$11.6K	﹤0.01%	353
2017 Q2	–	Sell	-1,000	Closed	-$1K	–	379
2017 Q1	$1K	Buy	+1,000	New	+$103K	﹤0.01%	292

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.