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Alley Investment Management Company’s Philip Morris PM Stock Holding History

Alley Investment Management Company’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 		$29.2M Sell
161,567
-3,506
-2% -$608K 3.41% 4
2026
Q1 		$27.3M Sell
165,073
-8,504
-5% -$1.48M 3.32% 4
2025
Q4 		$27.8M Sell
173,577
-340
-0.2% -$52.7K 3.26% 5
2025
Q3 		$28.2M Buy
173,917
+12,594
+8% +$2.12M 3.28% 5
2025
Q2 		$29.4M Sell
161,323
-1,364
-0.8% -$234K 3.56% 3
2025
Q1 		$25.8M Sell
162,687
-322
-0.2% -$45.6K 3.24% 4
2024
Q4 		$19.6M Buy
163,009
+1,908
+1% +$241K 2.48% 13
2024
Q3 		$19.6M Sell
161,101
-1,047
-0.6% -$122K 2.48% 13
2024
Q2 		$16.4M Sell
162,148
-224
-0.1% -$21.9K 2.24% 17
2024
Q1 		$14.9M Buy
162,372
+134
+0.1% +$12.4K 2.05% 22
2023
Q4 		$15.3M Buy
162,238
+5,047
+3% +$465K 2.23% 17
2023
Q3 		$14.6M Buy
157,191
+532
+0.3% +$51.2K 2.47% 13
2023
Q2 		$15.3M Buy
156,659
+799
+0.5% +$76.3K 2.47% 12
2023
Q1 		$15.2M Buy
155,860
+13,658
+10% +$1.36M 2.53% 11
2022
Q4 		$14.4M Buy
142,202
+33,296
+31% +$3.14M 2.47% 12
2022
Q3 		$9.04M Buy
108,906
+1,041
+1% +$99.3K 1.8% 29
2022
Q2 		$10.7M Sell
107,865
-348
-0.3% -$35.5K 2.01% 22
2022
Q1 		$10.2M Buy
+108,213
New +$10.8M 1.68% 29

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

Alley Investment Management Company's PM Position: Q2 2026 in Review

Alley Investment Management Company reduced its Philip Morris (PM) stake by 2.1% in Q2 2026, selling an estimated $608K and leaving 161,567 shares worth $29.2M. The position accounts for 3.41% of the portfolio, ranked #4.

Alley Investment Management Company first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.4M in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alley Investment Management Company held 161,567 shares of Philip Morris worth $29.2M as of Q2 2026.
  • Alley Investment Management Company sold 3,506 Philip Morris shares in Q2 2026, an estimated $608K.
  • Philip Morris made up 3.41% of Alley Investment Management Company's portfolio in Q2 2026, its #4 holding.
  • Alley Investment Management Company first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Philip Morris position peaked at $29.4M in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.