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KKM Financial’s Philip Morris PM Stock Holding History

KKM Financial’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
2025
Q4 		– Sell
-1,733
Closed -$281K – 173
2025
Q3 		$281K Hold
1,733
– – 0.09% 122
2025
Q2 		$316K Hold
1,733
– – 0.11% 125
2025
Q1 		$275K Hold
1,733
– – 0.12% 125
2024
Q4 		$209K Hold
1,733
– – 0.09% 147
2024
Q3 		$210K Buy
+1,733
New +$201K 0.1% 136
2024
Q1 		– Sell
-2,908
Closed -$274K – 147
2023
Q4 		$274K Buy
+2,908
New +$268K 0.17% 105

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

KKM Financial's PM Position: Q4 2025 in Review

KKM Financial sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,733 shares — an estimated $281K sold.

KKM Financial first reported a position in PM in Q4 2023 and held it in 6 quarters. The position peaked at $316K in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • KKM Financial reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • KKM Financial sold 1,733 Philip Morris shares in Q4 2025, an estimated $281K.
  • KKM Financial first reported a position in Philip Morris in Q4 2023 and held it in 6 quarters.
  • KKM Financial's Philip Morris position peaked at $316K in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on KKM Financial's 13F filing for Q4 2025, filed 18 Feb 2026.