KFP
PM icon

KMG Fiduciary Partners’s Philip Morris PM Stock Holding History

KMG Fiduciary Partners’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
2023
Q1 		– Sell
-10,337
Closed -$1.05M – 243
2022
Q4 		$1.05M Buy
10,337
+171
+2% +$16.1K 0.17% 118
2022
Q3 		$844K Buy
10,166
+62
+0.6% +$5.91K 0.16% 112
2022
Q2 		$998K Buy
10,104
+2,846
+39% +$290K 0.19% 104
2022
Q1 		$682K Buy
+7,258
New +$726K 0.11% 129
2019
Q3 		– Sell
-2,581
Closed -$203K – 117
2019
Q2 		$203K Hold
2,581
– – 0.07% 107
2019
Q1 		$228K Buy
+2,581
New +$208K 0.09% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMG Fiduciary Partners's PM Position: Q1 2023 in Review

KMG Fiduciary Partners sold out of Philip Morris (PM) in Q1 2023, closing a stake of 10,337 shares — an estimated $1.05M sold.

KMG Fiduciary Partners first reported a position in PM in Q1 2019 and held it in 6 quarters. The position peaked at $1.05M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • KMG Fiduciary Partners reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 10,337 Philip Morris shares in Q1 2023, an estimated $1.05M.
  • KMG Fiduciary Partners first reported a position in Philip Morris in Q1 2019 and held it in 6 quarters.
  • KMG Fiduciary Partners's Philip Morris position peaked at $1.05M in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on KMG Fiduciary Partners's 13F filing for Q1 2023, filed 13 Apr 2023.