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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
Q2 		$246K Hold
3,424
– – 0.05% 90
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 $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 Management Group's PM Position: Q2 2026 in Review

Alliance Wealth Management Group held its Philip Morris (PM) position steady in Q2 2026 at 3,424 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #90.

Alliance Wealth Management Group first reported a position in PM in Q1 2025 and has held it in 5 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alliance Wealth Management Group held 3,424 shares of Philip Morris worth $246K as of Q2 2026.
  • Alliance Wealth Management Group left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.05% of Alliance Wealth Management Group's portfolio in Q2 2026, its #90 holding.
  • Alliance Wealth Management Group first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.