Fiduciary Alliance’s Philip Morris PM Stock Holding History

Fiduciary Alliance’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	$719K	Sell	4,577 -446	-9%	-$77.5K	0.04%	311
2025 Q4	$806K	Sell	5,023 -63	-1%	-$9.76K	0.05%	265
2025 Q3	$825K	Sell	5,086 -313	-6%	-$52.7K	0.06%	261
2025 Q2	$983K	Buy	5,399 +3,008	+126%	+$517K	0.07%	224
2025 Q1	$379K	Sell	2,391 -123	-5%	-$17.4K	0.04%	286
2024 Q4	$303K	Buy	2,514 +628	+33%	+$79.2K	0.03%	287
2024 Q3	$229K	Buy	+1,886	New	+$219K	0.03%	233
2023 Q3	–	Sell	-563	Closed	-$55K	–	727
2023 Q2	$55K	Buy	+563	New	+$53.8K	0.01%	301

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's PM Position: Q1 2026 in Review

Fiduciary Alliance reduced its Philip Morris (PM) stake by 8.9% in Q1 2026, selling an estimated $77.5K and leaving 4,577 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #311.

Fiduciary Alliance first reported a position in PM in Q2 2023 and has held it in 8 quarters since. The position peaked at $983K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Fiduciary Alliance held 4,577 shares of Philip Morris worth $719K as of Q1 2026.
Fiduciary Alliance sold 446 Philip Morris shares in Q1 2026, an estimated $77.5K.
Philip Morris made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #311 holding.
Fiduciary Alliance first reported a position in Philip Morris in Q2 2023 and has held it in 8 quarters since.
Fiduciary Alliance's Philip Morris position peaked at $983K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.