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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
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 $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

Bruce G. Allen Investments's PM Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Philip Morris (PM) stake by 6.9% in Q1 2026, selling an estimated $20K and leaving 1,550 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #66.

Bruce G. Allen Investments first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $319K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Bruce G. Allen Investments held 1,550 shares of Philip Morris worth $256K as of Q1 2026.
  • Bruce G. Allen Investments sold 115 Philip Morris shares in Q1 2026, an estimated $20K.
  • Philip Morris made up 0.17% of Bruce G. Allen Investments's portfolio in Q1 2026, its #66 holding.
  • Bruce G. Allen Investments first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Philip Morris position peaked at $319K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.