AFG
PM icon

Allegheny Financial Group’s Philip Morris PM Stock Holding History

Allegheny Financial Group’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 		$2.5M Buy
13,837
+32
+0.2% +$5.55K 0.27% 61
2026
Q1 		$2.28M Sell
13,805
-27
-0.2% -$4.69K 0.31% 57
2025
Q4 		$2.22M Buy
13,832
+13
+0.1% +$2.01K 0.33% 55
2025
Q3 		$2.24M Buy
13,819
+15
+0.1% +$2.52K 0.42% 47
2025
Q2 		$2.51M Buy
13,804
+43
+0.3% +$7.38K 0.56% 31
2025
Q1 		$2.18M Buy
13,761
+64
+0.5% +$9.06K 0.56% 30
2024
Q4 		$1.65M Buy
13,697
+1,630
+14% +$206K 0.42% 49
2024
Q3 		$1.46M Sell
12,067
-301
-2% -$35K 0.36% 52
2024
Q2 		$1.25M Buy
12,368
+1,802
+17% +$176K 0.36% 52
2024
Q1 		$968K Buy
10,566
+288
+3% +$26.6K 0.3% 60
2023
Q4 		$967K Buy
10,278
+19
+0.2% +$1.75K 0.31% 61
2023
Q3 		$950K Buy
10,259
+226
+2% +$21.8K 0.36% 52
2023
Q2 		$979K Sell
10,033
-736
-7% -$70.3K 0.46% 37
2023
Q1 		$1.05M Buy
10,769
+16
+0.1% +$1.59K 0.42% 46
2022
Q4 		$1.09M Sell
10,753
-108
-1% -$10.2K 0.45% 41
2022
Q3 		$901K Sell
10,861
-160
-1% -$15.3K 0.42% 48
2022
Q2 		$1.09M Sell
11,021
-161
-1% -$16.4K 0.51% 39
2022
Q1 		$1.05M Sell
11,182
-144
-1% -$14.4K 0.44% 46
2021
Q4 		$1.08M Buy
11,326
+181
+2% +$16.9K 0.43% 45
2021
Q3 		$1.06M Buy
11,145
+60
+0.5% +$6.04K 0.48% 38
2021
Q2 		$1.1M Buy
+11,085
New +$1.06M 0.5% 37
2021
Q1 		– Sell
-10,912
Closed -$903K – 113
2020
Q4 		$903K Buy
+10,912
New +$849K 0.48% 37

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allegheny Financial Group's PM Position: Q2 2026 in Review

Allegheny Financial Group increased its Philip Morris (PM) stake by 0.23% in Q2 2026, buying an estimated $5.55K and bringing the position to 13,837 shares worth $2.5M. The position accounts for 0.27% of the portfolio, ranked #61.

Allegheny Financial Group first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Allegheny Financial Group held 13,837 shares of Philip Morris worth $2.5M as of Q2 2026.
  • Allegheny Financial Group bought 32 Philip Morris shares in Q2 2026, an estimated $5.55K.
  • Philip Morris made up 0.27% of Allegheny Financial Group's portfolio in Q2 2026, its #61 holding.
  • Allegheny Financial Group first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Allegheny Financial Group's Philip Morris position peaked at $2.51M in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.