KF
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Krilogy Financial’s Philip Morris PM Stock Holding History

Krilogy 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
2021
Q1 		– Sell
-4,000
Closed -$331K – 276
2020
Q4 		$331K Buy
+4,000
New +$311K 0.04% 206

Other funds holding PM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Krilogy Financial's PM Position: Q1 2026 in Review

Krilogy Financial increased its Philip Morris (PM) stake by 3.9% in Q1 2026, buying an estimated $202K and bringing the position to 31,130 shares worth $4.86M. The position accounts for 0.16% of the portfolio, ranked #110.

Krilogy Financial first reported a position in PM in Q3 2015 and has held it in 37 quarters since. The position peaked at $5.27M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Krilogy Financial held 31,130 shares of Philip Morris worth $4.86M as of Q1 2026.
  • Krilogy Financial bought 1,162 Philip Morris shares in Q1 2026, an estimated $202K.
  • Philip Morris made up 0.16% of Krilogy Financial's portfolio in Q1 2026, its #110 holding.
  • Krilogy Financial first reported a position in Philip Morris in Q3 2015 and has held it in 37 quarters since.
  • Krilogy Financial's Philip Morris position peaked at $5.27M in Q4 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.