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Allen Investment Management’s Philip Morris PM Stock Holding History

Allen Investment Management’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 		$1.67M Hold
9,240
– – 0.02% 137
2026
Q1 		$1.53M Hold
9,240
– – 0.02% 134
2025
Q4 		$1.48M Buy
+9,240
New +$1.43M 0.02% 139
2020
Q2 		– Sell
-4,167
Closed -$304K – 180
2020
Q1 		$304K Hold
4,167
– – 0.01% 146
2019
Q4 		$355K Hold
4,167
– – 0.01% 144
2019
Q3 		$316K Hold
4,167
– – 0.01% 163
2019
Q2 		$327K Sell
4,167
-16
-0.4% -$1.32K 0.01% 165
2019
Q1 		$370K Buy
+4,183
New +$337K 0.01% 157

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Allen Investment Management's PM Position: Q2 2026 in Review

Allen Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 9,240 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #137.

Allen Investment Management first reported a position in PM in Q1 2019 and has held it in 8 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Allen Investment Management held 9,240 shares of Philip Morris worth $1.67M as of Q2 2026.
  • Allen Investment Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Allen Investment Management's portfolio in Q2 2026, its #137 holding.
  • Allen Investment Management first reported a position in Philip Morris in Q1 2019 and has held it in 8 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.