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Allen Mooney & Barnes Investment Advisors’s Philip Morris PM Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$754K Sell
4,170
-2,661
-39% -$462K 0.11% 81
2026
Q1 		$1.13M Buy
6,831
+12
+0.2% +$2.08K 0.16% 70
2025
Q4 		$1.09M Buy
6,819
+13
+0.2% +$2.01K 0.16% 69
2025
Q3 		$1.1M Buy
6,806
+1
+0% +$168 0.17% 67
2025
Q2 		$1.24M Buy
6,805
+12
+0.2% +$2.06K 0.2% 64
2025
Q1 		$1.08M Sell
6,793
-1,454
-18% -$206K 0.18% 72
2024
Q4 		$992K Buy
8,247
+67
+0.8% +$8.45K 0.17% 69
2024
Q3 		$993K Buy
8,180
+90
+1% +$10.5K 0.17% 71
2024
Q2 		$820K Sell
8,090
-58
-0.7% -$5.67K 0.15% 77
2024
Q1 		$729K Buy
8,148
+37
+0.5% +$3.41K 0.14% 82
2023
Q4 		$763K Sell
8,111
-82
-1% -$7.55K 0.15% 79
2023
Q3 		$759K Sell
8,193
-303
-4% -$29.2K 0.16% 75
2023
Q2 		$829K Buy
8,496
+2,590
+44% +$247K 0.18% 69
2023
Q1 		$574K Sell
5,906
-291
-5% -$29K 0.14% 78
2022
Q4 		$627K Buy
6,197
+25
+0.4% +$2.36K 0.15% 75
2022
Q3 		$512K Sell
6,172
-226
-4% -$21.6K 0.14% 79
2022
Q2 		$632K Sell
6,398
-139
-2% -$14.2K 0.16% 78
2022
Q1 		$614K Buy
+6,537
New +$654K 0.14% 83

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PM Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Philip Morris (PM) stake by 39% in Q2 2026, selling an estimated $462K and leaving 4,170 shares worth $754K. The position accounts for 0.11% of the portfolio, ranked #81.

Allen Mooney & Barnes Investment Advisors first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.24M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,170 shares of Philip Morris worth $754K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 2,661 Philip Morris shares in Q2 2026, an estimated $462K.
  • Philip Morris made up 0.11% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Philip Morris position peaked at $1.24M in Q2 2025.
  • 1,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.