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Independent Advisor Alliance’s Philip Morris PM Stock Holding History

Independent Advisor 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 		$11.7M Sell
70,786
-685
-1% -$119K 0.13% 150
2025
Q4 		$11.5M Sell
71,471
-1,424
-2% -$221K 0.28% 48
2025
Q3 		$11.8M Sell
72,895
-4,251
-6% -$715K 0.31% 46
2025
Q2 		$14.1M Sell
77,146
-3,183
-4% -$547K 0.41% 36
2025
Q1 		$12.8M Buy
80,329
+3,781
+5% +$536K 0.42% 38
2024
Q4 		$9.21M Buy
76,548
+12,435
+19% +$1.57M 0.12% 176
2024
Q3 		$7.78M Sell
64,113
-1,962
-3% -$228K 0.28% 66
2024
Q2 		$6.7M Buy
66,075
+3,820
+6% +$373K 0.23% 78
2024
Q1 		$5.7M Buy
62,255
+1,811
+3% +$167K 0.21% 88
2023
Q4 		$5.69M Buy
60,444
+2,830
+5% +$261K 0.2% 86
2023
Q3 		$5.33M Buy
57,614
+2,229
+4% +$215K 0.24% 75
2023
Q2 		$5.41M Buy
55,385
+1,448
+3% +$138K 0.24% 79
2023
Q1 		$5.25M Buy
53,937
+377
+0.7% +$37.6K 0.25% 79
2022
Q4 		$1.29M Buy
53,560
+973
+2% +$91.8K 0.44% 37
2022
Q3 		$4.37M Buy
52,587
+15,356
+41% +$1.46M 0.25% 88
2022
Q2 		$3.68M Sell
37,231
-420
-1% -$42.8K 0.21% 101
2022
Q1 		$3.54M Buy
37,651
+2,464
+7% +$247K 0.17% 117
2021
Q4 		$3.34M Sell
35,187
-441
-1% -$41.2K 0.16% 110
2021
Q3 		$3.38M Buy
35,628
+1,518
+4% +$153K 0.19% 113
2021
Q2 		$3.38M Buy
34,110
+757
+2% +$72.6K 0.19% 117
2021
Q1 		$2.96M Sell
33,353
-1,648
-5% -$140K 0.18% 119
2020
Q4 		$2.9M Buy
35,001
+2,069
+6% +$161K 0.2% 108
2020
Q3 		$2.47M Buy
32,932
+375
+1% +$28.9K 0.19% 111
2020
Q2 		$2.28M Sell
32,557
-7,134
-18% -$520K 0.24% 88
2020
Q1 		$2.9M Buy
39,691
+1,334
+3% +$110K 0.42% 51
2019
Q4 		$3.26M Sell
38,357
-112
-0.3% -$9.23K 0.14% 156
2019
Q3 		$2.94M Sell
38,469
-264
-0.7% -$20.9K 0.36% 62
2019
Q2 		$2.84M Buy
38,733
+2,056
+6% +$170K 0.41% 52
2019
Q1 		$3.24M Buy
36,677
+3,394
+10% +$273K 0.46% 49
2018
Q4 		$2.22M Sell
33,283
-401
-1% -$33.5K 0.39% 57
2018
Q3 		$2.71M Sell
33,684
-3,585
-10% -$294K 0.49% 47
2018
Q2 		$2.92M Sell
37,269
-10,349
-22% -$878K 0.61% 38
2018
Q1 		$4.64M Sell
47,618
-2,470
-5% -$257K 1.04% 21
2017
Q4 		$5.22M Sell
50,088
-3,206
-6% -$342K 1.17% 19
2017
Q3 		$6.04M Buy
53,294
+7,064
+15% +$822K 1.66% 13
2017
Q2 		$5.46M Sell
46,230
-1,163
-2% -$135K 1.74% 10
2017
Q1 		$5.36M Sell
47,393
-30,807
-39% -$3.18M 0.85% 24
2016
Q4 		$7.39M Buy
+78,200
New +$7.25M 3.17% 3

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

Independent Advisor Alliance's PM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Philip Morris (PM) stake by 0.96% in Q1 2026, selling an estimated $119K and leaving 70,786 shares worth $11.7M. The position accounts for 0.13% of the portfolio, ranked #150.

Independent Advisor Alliance first reported a position in PM in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.1M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Independent Advisor Alliance held 70,786 shares of Philip Morris worth $11.7M as of Q1 2026.
  • Independent Advisor Alliance sold 685 Philip Morris shares in Q1 2026, an estimated $119K.
  • Philip Morris made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #150 holding.
  • Independent Advisor Alliance first reported a position in Philip Morris in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Philip Morris position peaked at $14.1M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.