Allen Wealth Management
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Allen Wealth Management’s Philip Morris PM Stock Holding History

Allen Wealth 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
Q3 		$288K Hold
1,509
– – 0.14% 48
2026
Q2 		$273K Hold
1,509
– – 0.13% 52
2026
Q1 		$249K Hold
1,509
– – 0.12% 57
2025
Q4 		$242K Buy
1,509
+100
+7% +$15.5K 0.15% 57
2025
Q3 		$229K Sell
1,409
-75
-5% -$12.6K 0.15% 56
2025
Q2 		$270K Hold
1,484
– – 0.19% 52
2025
Q1 		$236K Buy
+1,484
New +$210K 0.16% 56
2024
Q4 		– Sell
-1,844
Closed -$224K – 61
2024
Q3 		$224K Buy
+1,844
New +$214K 0.16% 57

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allen Wealth Management's PM Position: Q3 2026 in Review

Allen Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 1,509 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #48.

Allen Wealth Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Allen Wealth Management held 1,509 shares of Philip Morris worth $288K as of Q3 2026.
  • Allen Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.14% of Allen Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Allen Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.