M.E. Allison & Co’s Philip Morris PM Stock Holding History

M.E. Allison & Co’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
2025 Q2	–	Sell	-1,269	Closed	-$201K	–	175
2025 Q1	$201K	Buy	+1,269	New	+$180K	0.2%	147

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

M.E. Allison & Co's PM Position: Q2 2025 in Review

M.E. Allison & Co sold out of Philip Morris (PM) in Q2 2025, closing a stake of 1,269 shares — an estimated $201K sold.

M.E. Allison & Co first reported a position in PM in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

M.E. Allison & Co reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
M.E. Allison & Co sold 1,269 Philip Morris shares in Q2 2025, an estimated $201K.
M.E. Allison & Co first reported a position in Philip Morris in Q1 2025 and held it in 1 quarter.
M.E. Allison & Co's Philip Morris position peaked at $201K in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on M.E. Allison & Co's 13F filing for Q2 2025, filed 25 Jul 2025.