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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
Q2 		$3.21M Sell
17,717
-1,137
-6% -$197K 0.27% 71
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Alliance's PM Position: Q2 2026 in Review

Wealth Alliance reduced its Philip Morris (PM) stake by 6% in Q2 2026, selling an estimated $197K and leaving 17,717 shares worth $3.21M. The position accounts for 0.27% of the portfolio, ranked #71.

Wealth Alliance first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.24M in Q1 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Alliance held 17,717 shares of Philip Morris worth $3.21M as of Q2 2026.
  • Wealth Alliance sold 1,137 Philip Morris shares in Q2 2026, an estimated $197K.
  • Philip Morris made up 0.27% of Wealth Alliance's portfolio in Q2 2026, its #71 holding.
  • Wealth Alliance first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Philip Morris position peaked at $3.24M in Q1 2025.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.