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Alliance Wealth Advisors (Pennsylvania)’s Philip Morris PM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.49M Buy
8,249
+104
+1% +$18K 0.48% 30
2026
Q1 		$1.35M Buy
8,145
+157
+2% +$27.3K 0.59% 26
2025
Q4 		$1.28M Buy
7,988
+54
+0.7% +$8.37K 0.56% 31
2025
Q3 		$1.29M Buy
7,934
+86
+1% +$14.5K 0.58% 30
2025
Q2 		$1.43M Sell
7,848
-1,893
-19% -$325K 0.73% 21
2025
Q1 		$1.55M Sell
9,741
-160
-2% -$22.7K 0.88% 19
2024
Q4 		$1.19M Sell
9,901
-111
-1% -$14K 0.67% 31
2024
Q3 		$1.22M Sell
10,012
-79
-0.8% -$9.18K 0.69% 29
2024
Q2 		$1.02M Sell
10,091
-67
-0.7% -$6.55K 0.64% 31
2024
Q1 		$931K Sell
10,158
-138
-1% -$12.7K 0.59% 32
2023
Q4 		$969K Sell
10,296
-176
-2% -$16.2K 0.64% 31
2023
Q3 		$969K Buy
10,472
+248
+2% +$23.9K 0.7% 31
2023
Q2 		$998K Buy
10,224
+217
+2% +$20.7K 0.71% 31
2023
Q1 		$973K Buy
10,007
+130
+1% +$13K 0.73% 29
2022
Q4 		$1,000K Sell
9,877
-490
-5% -$46.2K 0.83% 28
2022
Q3 		$861K Sell
10,367
-86
-0.8% -$8.2K 0.8% 29
2022
Q2 		$1.03M Buy
10,453
+3
+0% +$306 0.89% 27
2022
Q1 		$982K Buy
10,450
+27
+0.3% +$2.7K 0.81% 32
2021
Q4 		$990K Buy
10,423
+258
+3% +$24.1K 0.81% 32
2021
Q3 		$964K Sell
10,165
-126
-1% -$12.7K 0.85% 32
2021
Q2 		$1.02M Buy
10,291
+81
+0.8% +$7.77K 0.92% 32
2021
Q1 		$906K Sell
10,210
-83
-0.8% -$7.05K 0.89% 32
2020
Q4 		$852K Buy
+10,293
New +$801K 0.89% 33

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s PM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Philip Morris (PM) stake by 1.3% in Q2 2026, buying an estimated $18K and bringing the position to 8,249 shares worth $1.49M. The position accounts for 0.48% of the portfolio, ranked #30.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2025. 489 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 8,249 shares of Philip Morris worth $1.49M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 104 Philip Morris shares in Q2 2026, an estimated $18K.
  • Philip Morris made up 0.48% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #30 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Philip Morris position peaked at $1.55M in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.