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Alliance Wealth Management Group’s Philip Morris PM Stock Holding History

Alliance Wealth Management Group’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
Q1 		$226K Buy
+3,424
New +$595K 0.05% 87
2025
Q4 		– Sell
-3,424
Closed -$226K – 97
2025
Q3 		$226K Hold
3,424
– – 0.05% 89
2025
Q2 		$201K Hold
3,424
– – 0.05% 85
2025
Q1 		$206K Buy
+3,424
New +$485K 0.06% 82

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alliance Wealth Management Group's PM Position: Q1 2026 in Review

Alliance Wealth Management Group opened a new position in Philip Morris (PM) in Q1 2026: 3,424 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #87 among its holdings. This is a return to the name: Alliance Wealth Management Group previously reported a position in PM as recently as Q3 2025.

Alliance Wealth Management Group first reported a position in PM in Q1 2025 and has held it in 4 quarters since. The position peaked at $226K in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Alliance Wealth Management Group held 3,424 shares of Philip Morris worth $226K as of Q1 2026.
  • Philip Morris was a new Alliance Wealth Management Group position in Q1 2026.
  • Philip Morris made up 0.05% of Alliance Wealth Management Group's portfolio in Q1 2026, its #87 holding.
  • Alliance Wealth Management Group first reported a position in Philip Morris in Q1 2025 and has held it in 4 quarters since.
  • Alliance Wealth Management Group's Philip Morris position peaked at $226K in Q3 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.