AlphaCore Capital’s Philip Morris PM Stock Holding History

AlphaCore Capital’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	$6.92M	Sell	38,226 -1,178	-3%	-$204K	0.13%	141
2026 Q1	$6.57M	Sell	39,404 -18,385	-32%	-$3.19M	0.16%	120
2025 Q4	$9.27M	Sell	57,789 -46,162	-44%	-$7.15M	0.21%	99
2025 Q3	$16.9M	Buy	103,951 +99,757	+2,379%	+$16.8M	0.57%	41
2025 Q2	$761K	Buy	4,194 +1,831	+77%	+$314K	0.03%	302
2025 Q1	$378K	Buy	+2,363	New	+$335K	0.03%	319
2020 Q2	–	Sell	-299	Closed	-$22K	–	245
2020 Q1	$22K	Sell	299 -7,004	-96%	-$576K	0.02%	155
2019 Q4	$621K	Buy	+7,303	New	+$602K	0.38%	31

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaCore Capital's PM Position: Q2 2026 in Review

AlphaCore Capital reduced its Philip Morris (PM) stake by 3% in Q2 2026, selling an estimated $204K and leaving 38,226 shares worth $6.92M. The position accounts for 0.13% of the portfolio, ranked #141.

AlphaCore Capital first reported a position in PM in Q4 2019 and has held it in 8 quarters since. The position peaked at $16.9M in Q3 2025. 2,925 funds tracked by Wall St. Rank hold PM as of Q2 2026.

AlphaCore Capital held 38,226 shares of Philip Morris worth $6.92M as of Q2 2026.
AlphaCore Capital sold 1,178 Philip Morris shares in Q2 2026, an estimated $204K.
Philip Morris made up 0.13% of AlphaCore Capital's portfolio in Q2 2026, its #141 holding.
AlphaCore Capital first reported a position in Philip Morris in Q4 2019 and has held it in 8 quarters since.
AlphaCore Capital's Philip Morris position peaked at $16.9M in Q3 2025.
2,925 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.