Wealth Alliance Advisory Group’s Philip Morris PM Stock Holding History

Wealth Alliance 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 Q3	$376K	Buy	1,968 +10	+0.5%	+$1.89K	0.05%	145
2026 Q2	$354K	Buy	1,958 +2	+0.1%	+$347	0.05%	142
2026 Q1	$323K	Buy	1,956 +5	+0.3%	+$869	0.05%	155
2025 Q4	$313K	Sell	1,951 -209	-10%	-$32.4K	0.05%	155
2025 Q3	$350K	Sell	2,160 -640	-23%	-$108K	0.06%	140
2025 Q2	$510K	Hold	2,800	–	–	0.1%	110
2025 Q1	$444K	Sell	2,800 -611	-18%	-$86.5K	0.09%	118
2024 Q4	$411K	Hold	3,411	–	–	0.09%	118
2024 Q3	$414K	Hold	3,411	–	–	0.09%	123
2024 Q2	$346K	Hold	3,411	–	–	0.08%	137
2024 Q1	$313K	Buy	3,411 +211	+7%	+$19.5K	0.07%	139
2023 Q4	$301K	Hold	3,200	–	–	0.08%	139
2023 Q3	$296K	Sell	3,200 -228	-7%	-$21.9K	0.09%	131
2023 Q2	$335K	Sell	3,428 -182	-5%	-$17.4K	0.12%	118
2023 Q1	$351K	Buy	3,610 +54	+2%	+$5.38K	0.13%	109
2022 Q4	$360K	Sell	3,556 -74	-2%	-$6.98K	0.14%	95
2022 Q3	$301K	Buy	3,630 +2	+0.1%	+$191	0.13%	99
2022 Q2	$358K	Hold	3,628	–	–	0.17%	88
2022 Q1	$341K	Buy	3,628 +68	+2%	+$6.8K	0.15%	103
2021 Q4	$338K	Sell	3,560 -125	-3%	-$11.7K	0.15%	106
2021 Q3	$349K	Sell	3,685 -19	-0.5%	-$1.91K	0.17%	96
2021 Q2	$367K	Buy	3,704 +3	+0.1%	+$288	0.18%	96
2021 Q1	$328K	Sell	3,701 -13	-0.4%	-$1.1K	0.17%	99
2020 Q4	$307K	Hold	3,714	–	–	0.17%	100
2020 Q3	$279K	Hold	3,714	–	–	0.17%	91
2020 Q2	$260K	Buy	3,714 +570	+18%	+$41.6K	0.16%	90
2020 Q1	$229K	Sell	3,144 -322	-9%	-$26.5K	0.18%	92
2019 Q4	$295K	Hold	3,466	–	–	0.17%	93
2019 Q3	$270K	Sell	3,466 -100	-3%	-$7.92K	0.17%	93
2019 Q2	$291K	Buy	3,566 +500	+16%	+$41.3K	0.18%	88
2019 Q1	$259K	Hold	3,066	–	–	0.17%	101
2018 Q4	$205K	Buy	+3,066	New	+$256K	0.15%	102

Other funds holding PM

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Wealth Alliance Advisory Group's PM Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Philip Morris (PM) stake by 0.51% in Q3 2026, buying an estimated $1.89K and bringing the position to 1,968 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #145.

Wealth Alliance Advisory Group first reported a position in PM in Q4 2018 and has held it in 32 quarters since. The position peaked at $510K in Q2 2025. 337 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Wealth Alliance Advisory Group held 1,968 shares of Philip Morris worth $376K as of Q3 2026.
Wealth Alliance Advisory Group bought 10 Philip Morris shares in Q3 2026, an estimated $1.89K.
Philip Morris made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #145 holding.
Wealth Alliance Advisory Group first reported a position in Philip Morris in Q4 2018 and has held it in 32 quarters since.
Wealth Alliance Advisory Group's Philip Morris position peaked at $510K in Q2 2025.
337 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.