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 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

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

Wealth Alliance Advisory Group's PM Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Philip Morris (PM) stake by 0.1% in Q2 2026, buying an estimated $347 and bringing the position to 1,958 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #142.

Wealth Alliance Advisory Group first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $510K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wealth Alliance Advisory Group held 1,958 shares of Philip Morris worth $354K as of Q2 2026.
Wealth Alliance Advisory Group bought 2 Philip Morris shares in Q2 2026, an estimated $347.
Philip Morris made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #142 holding.
Wealth Alliance Advisory Group first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
Wealth Alliance Advisory Group's Philip Morris position peaked at $510K in Q2 2025.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.