KPP Advisory Services’s Philip Morris PM Stock Holding History

KPP Advisory Services’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	$644K	Sell	3,558 -557	-14%	-$96.6K	0.08%	187
2026 Q1	$680K	Buy	+4,115	New	+$715K	0.1%	179
2025 Q4	–	Sell	-4,006	Closed	-$650K	–	345
2025 Q3	$650K	Buy	4,006 +554	+16%	+$93.2K	0.1%	172
2025 Q2	$629K	Sell	3,452 -3	-0.1%	-$515	0.1%	164
2025 Q1	$548K	Buy	3,455 +359	+12%	+$50.9K	0.1%	163
2024 Q4	$373K	Buy	+3,096	New	+$391K	0.09%	168

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KPP Advisory Services's PM Position: Q2 2026 in Review

KPP Advisory Services reduced its Philip Morris (PM) stake by 14% in Q2 2026, selling an estimated $96.6K and leaving 3,558 shares worth $644K. The position accounts for 0.08% of the portfolio, ranked #187.

KPP Advisory Services first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $680K in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

KPP Advisory Services held 3,558 shares of Philip Morris worth $644K as of Q2 2026.
KPP Advisory Services sold 557 Philip Morris shares in Q2 2026, an estimated $96.6K.
Philip Morris made up 0.08% of KPP Advisory Services's portfolio in Q2 2026, its #187 holding.
KPP Advisory Services first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
KPP Advisory Services's Philip Morris position peaked at $680K in Q1 2026.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.