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Bruce G. Allen Investments’s Philip Morris PM Stock Holding History

Bruce G. Allen Investments’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 		$263K Sell
1,451
-99
-6% -$17.2K 0.17% 62
2026
Q1 		$256K Sell
1,550
-115
-7% -$20K 0.17% 66
2025
Q4 		$267K Sell
1,665
-76
-4% -$11.8K 0.18% 63
2025
Q3 		$282K Sell
1,741
-8
-0.5% -$1.35K 0.2% 58
2025
Q2 		$319K Sell
1,749
-7
-0.4% -$1.2K 0.24% 49
2025
Q1 		$279K Sell
1,756
-92
-5% -$13K 0.22% 54
2024
Q4 		$222K Sell
1,848
-59
-3% -$7.44K 0.18% 65
2024
Q3 		$232K Sell
1,907
-27
-1% -$3.14K 0.18% 67
2024
Q2 		$196K Buy
1,934
+403
+26% +$39.4K 0.16% 73
2024
Q1 		$140K Sell
1,531
-283
-16% -$26.1K 0.12% 110
2023
Q4 		$171K Buy
+1,814
New +$167K 0.16% 88

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's PM Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Philip Morris (PM) stake by 6.4% in Q2 2026, selling an estimated $17.2K and leaving 1,451 shares worth $263K. The position accounts for 0.17% of the portfolio, ranked #62.

Bruce G. Allen Investments first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bruce G. Allen Investments held 1,451 shares of Philip Morris worth $263K as of Q2 2026.
  • Bruce G. Allen Investments sold 99 Philip Morris shares in Q2 2026, an estimated $17.2K.
  • Philip Morris made up 0.17% of Bruce G. Allen Investments's portfolio in Q2 2026, its #62 holding.
  • Bruce G. Allen Investments first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Philip Morris position peaked at $319K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.