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Kingswood Wealth Advisors’s Philip Morris PM Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$2.32M Buy
12,826
+874
+7% +$152K 0.09% 226
2026
Q1 		$1.98M Sell
11,952
-340
-3% -$59.1K 0.09% 243
2025
Q4 		$1.97M Buy
12,292
+1,528
+14% +$237K 0.1% 215
2025
Q3 		$1.75M Buy
10,764
+1,653
+18% +$278K 0.11% 201
2025
Q2 		$1.66M Sell
9,111
-3,876
-30% -$666K 0.13% 169
2025
Q1 		$2.06M Buy
12,987
+6,313
+95% +$894K 0.19% 128
2024
Q4 		$803K Sell
6,674
-12,270
-65% -$1.55M 0.06% 318
2024
Q3 		$2.3M Buy
18,944
+5,423
+40% +$630K 0.16% 142
2024
Q2 		$1.37M Buy
13,521
+3,564
+36% +$348K 0.12% 179
2024
Q1 		$912K Sell
9,957
-7,443
-43% -$686K 0.11% 221
2023
Q4 		$1.64M Buy
17,400
+14,803
+570% +$1.36M 0.19% 127
2023
Q3 		$897K Buy
+2,597
New +$250K 0.15% 157

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's PM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Philip Morris (PM) stake by 7.3% in Q2 2026, buying an estimated $152K and bringing the position to 12,826 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #226.

Kingswood Wealth Advisors first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kingswood Wealth Advisors held 12,826 shares of Philip Morris worth $2.32M as of Q2 2026.
  • Kingswood Wealth Advisors bought 874 Philip Morris shares in Q2 2026, an estimated $152K.
  • Philip Morris made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Kingswood Wealth Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.