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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

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

Krilogy Financial's PM Position: Q2 2026 in Review

Krilogy Financial reduced its Philip Morris (PM) stake by 2.6% in Q2 2026, selling an estimated $138K and leaving 30,335 shares worth $5.49M. The position accounts for 0.16% of the portfolio, ranked #102.

Krilogy Financial first reported a position in PM in Q3 2015 and has held it in 38 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Krilogy Financial held 30,335 shares of Philip Morris worth $5.49M as of Q2 2026.
  • Krilogy Financial sold 795 Philip Morris shares in Q2 2026, an estimated $138K.
  • Philip Morris made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #102 holding.
  • Krilogy Financial first reported a position in Philip Morris in Q3 2015 and has held it in 38 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.