Wallace Advisory Group’s Philip Morris PM Stock Holding History

Wallace Advisory Group’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	$579K	Sell	3,202 -806	-20%	-$140K	0.54%	43
2026 Q1	$663K	Buy	4,008 +274	+7%	+$47.6K	0.71%	28
2025 Q4	$599K	Sell	3,734 -2,991	-44%	-$463K	0.63%	36
2025 Q3	$1.22M	Sell	6,725 -1,773	-21%	-$298K	0.98%	23
2025 Q2	$1.35M	Sell	8,498 -1,302	-13%	-$224K	0.98%	25
2025 Q1	$1.18M	Sell	9,800 -40	-0.4%	-$5.67K	0.82%	27
2024 Q4	$1.19M	Sell	9,840 -1,368	-12%	-$173K	0.83%	29
2024 Q3	$1.14M	Sell	11,208 -170	-1%	-$19.8K	0.83%	26
2024 Q2	$1.15M	Buy	11,378 +516	+5%	+$50.5K	0.83%	26
2024 Q1	$1.02M	Buy	10,862 +594	+6%	+$54.8K	0.77%	34
2023 Q4	$951K	Sell	10,268 -562	-5%	-$51.8K	0.74%	32
2023 Q3	$1.06M	Buy	10,830 +67	+0.6%	+$6.45K	0.76%	30
2023 Q2	$1.05M	Hold	10,763	–	–	0.8%	29
2023 Q1	$1.05M	Sell	10,763 -27	-0.3%	-$2.69K	0.8%	29
2022 Q4	$1.09M	Buy	+10,790	New	+$1.02M	0.86%	22

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wallace Advisory Group's PM Position: Q2 2026 in Review

Wallace Advisory Group reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $140K and leaving 3,202 shares worth $579K. The position accounts for 0.54% of the portfolio, ranked #43.

Wallace Advisory Group first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.35M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wallace Advisory Group held 3,202 shares of Philip Morris worth $579K as of Q2 2026.
Wallace Advisory Group sold 806 Philip Morris shares in Q2 2026, an estimated $140K.
Philip Morris made up 0.54% of Wallace Advisory Group's portfolio in Q2 2026, its #43 holding.
Wallace Advisory Group first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Philip Morris position peaked at $1.35M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.