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Alta Wealth Advisors’s Philip Morris PM Stock Holding History

Alta Wealth Advisors’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 		$272K Sell
1,502
-193
-11% -$33.5K 0.07% 152
2026
Q1 		$280K Buy
1,695
+61
+4% +$10.6K 0.09% 146
2025
Q4 		$262K Buy
1,634
+376
+30% +$58.3K 0.09% 139
2025
Q3 		$204K Buy
1,258
+1
+0.1% +$168 0.07% 151
2025
Q2 		$229K Buy
+1,257
New +$216K 0.11% 107

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

Alta Wealth Advisors's PM Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $33.5K and leaving 1,502 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #152.

Alta Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alta Wealth Advisors held 1,502 shares of Philip Morris worth $272K as of Q2 2026.
  • Alta Wealth Advisors sold 193 Philip Morris shares in Q2 2026, an estimated $33.5K.
  • Philip Morris made up 0.07% of Alta Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Alta Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Alta Wealth Advisors's Philip Morris position peaked at $280K in Q1 2026.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.