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

Alliance Wealth Advisors (Utah)’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 		$581K Sell
3,212
-124
-4% -$21.5K 0.11% 116
2026
Q1 		$552K Sell
3,336
-400
-11% -$69.5K 0.12% 123
2025
Q4 		$599K Sell
3,736
-935
-20% -$145K 0.13% 154
2025
Q3 		$758K Sell
4,671
-1,857
-28% -$312K 0.18% 140
2025
Q2 		$1.19M Sell
6,528
-456
-7% -$78.3K 0.29% 85
2025
Q1 		$1.11M Buy
6,984
+22
+0.3% +$3.12K 0.29% 88
2024
Q4 		$838K Sell
6,962
-28
-0.4% -$3.53K 0.22% 114
2024
Q3 		$849K Buy
6,990
+172
+3% +$20K 0.22% 109
2024
Q2 		$691K Buy
6,818
+1,403
+26% +$137K 0.2% 114
2024
Q1 		$496K Sell
5,415
-221
-4% -$20.4K 0.15% 140
2023
Q4 		$530K Sell
5,636
-820
-13% -$75.5K 0.18% 118
2023
Q3 		$598K Sell
6,456
-214
-3% -$20.6K 0.22% 101
2023
Q2 		$651K Buy
6,670
+148
+2% +$14.1K 0.24% 99
2023
Q1 		$634K Buy
6,522
+363
+6% +$36.2K 0.26% 95
2022
Q4 		$623K Buy
+6,159
New +$581K 0.28% 86

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its Philip Morris (PM) stake by 3.7% in Q2 2026, selling an estimated $21.5K and leaving 3,212 shares worth $581K. The position accounts for 0.11% of the portfolio, ranked #116.

Alliance Wealth Advisors (Utah) first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 3,212 shares of Philip Morris worth $581K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 124 Philip Morris shares in Q2 2026, an estimated $21.5K.
  • Philip Morris made up 0.11% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #116 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Philip Morris position peaked at $1.19M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.