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 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 $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

Wallace Advisory Group's PM Position: Q1 2026 in Review

Wallace Advisory Group increased its Philip Morris (PM) stake by 7.3% in Q1 2026, buying an estimated $47.6K and bringing the position to 4,008 shares worth $663K. The position accounts for 0.71% of the portfolio, ranked #28.

Wallace Advisory Group first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Wallace Advisory Group held 4,008 shares of Philip Morris worth $663K as of Q1 2026.
Wallace Advisory Group bought 274 Philip Morris shares in Q1 2026, an estimated $47.6K.
Philip Morris made up 0.71% of Wallace Advisory Group's portfolio in Q1 2026, its #28 holding.
Wallace Advisory Group first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Philip Morris position peaked at $1.35M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.