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Wealth Alliance’s Philip Morris PM Stock Holding History

Wealth Alliance’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 		$3.12M Sell
18,854
-39
-0.2% -$6.78K 0.31% 70
2025
Q4 		$3.03M Buy
18,893
+2,016
+12% +$312K 0.3% 63
2025
Q3 		$2.74M Buy
16,877
+1,069
+7% +$180K 0.28% 70
2025
Q2 		$2.88M Sell
15,808
-4,590
-23% -$788K 0.32% 62
2025
Q1 		$3.24M Buy
20,398
+460
+2% +$65.2K 0.39% 53
2024
Q4 		$2.4M Sell
19,938
-2,638
-12% -$333K 0.29% 74
2024
Q3 		$2.74M Sell
22,576
-5,490
-20% -$638K 0.33% 58
2024
Q2 		$2.84M Buy
28,066
+221
+0.8% +$21.6K 0.37% 49
2024
Q1 		$2.55M Buy
27,845
+28
+0.1% +$2.58K 0.33% 57
2023
Q4 		$2.62M Buy
27,817
+123
+0.4% +$11.3K 0.37% 49
2023
Q3 		$2.56M Buy
27,694
+835
+3% +$80.4K 0.4% 50
2023
Q2 		$2.62M Buy
26,859
+1,553
+6% +$148K 0.39% 41
2023
Q1 		$2.46M Buy
25,306
+1,709
+7% +$170K 0.4% 44
2022
Q4 		$2.39M Sell
23,597
-962
-4% -$90.8K 0.42% 40
2022
Q3 		$2.04M Buy
24,559
+2,114
+9% +$202K 0.4% 42
2022
Q2 		$2.22M Buy
22,445
+498
+2% +$50.8K 0.43% 41
2022
Q1 		$2.06M Sell
21,947
-1,434
-6% -$143K 0.42% 42
2021
Q4 		$2.22M Sell
23,381
-154
-0.7% -$14.4K 0.45% 42
2021
Q3 		$2.23M Sell
23,535
-684
-3% -$68.8K 0.5% 41
2021
Q2 		$2.4M Buy
24,219
+494
+2% +$47.4K 0.57% 36
2021
Q1 		$2.1M Buy
23,725
+675
+3% +$57.3K 0.59% 31
2020
Q4 		$1.91M Buy
23,050
+2,046
+10% +$159K 0.56% 34
2020
Q3 		$1.57M Buy
21,004
+4,606
+28% +$355K 0.57% 36
2020
Q2 		$1.15M Sell
16,398
-350
-2% -$25.5K 0.45% 52
2020
Q1 		$1.22M Sell
16,748
-1,481
-8% -$122K 0.66% 31
2019
Q4 		$1.55M Buy
+18,229
New +$1.5M 1.1% 32

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Alliance's PM Position: Q1 2026 in Review

Wealth Alliance reduced its Philip Morris (PM) stake by 0.21% in Q1 2026, selling an estimated $6.78K and leaving 18,854 shares worth $3.12M. The position accounts for 0.31% of the portfolio, ranked #70.

Wealth Alliance first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.24M in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Wealth Alliance held 18,854 shares of Philip Morris worth $3.12M as of Q1 2026.
  • Wealth Alliance sold 39 Philip Morris shares in Q1 2026, an estimated $6.78K.
  • Philip Morris made up 0.31% of Wealth Alliance's portfolio in Q1 2026, its #70 holding.
  • Wealth Alliance first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's Philip Morris position peaked at $3.24M in Q1 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.