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William Allan Corp’s Philip Morris PM Stock Holding History

William Allan Corp’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 		$255K Buy
1,545
+38
+3% +$6.6K 0.15% 55
2025
Q4 		$242K Buy
+1,507
New +$233K 0.14% 55

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

William Allan Corp's PM Position: Q1 2026 in Review

William Allan Corp increased its Philip Morris (PM) stake by 2.5% in Q1 2026, buying an estimated $6.6K and bringing the position to 1,545 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #55.

William Allan Corp first reported a position in PM in Q4 2025 and has held it in 2 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • William Allan Corp held 1,545 shares of Philip Morris worth $255K as of Q1 2026.
  • William Allan Corp bought 38 Philip Morris shares in Q1 2026, an estimated $6.6K.
  • Philip Morris made up 0.15% of William Allan Corp's portfolio in Q1 2026, its #55 holding.
  • William Allan Corp first reported a position in Philip Morris in Q4 2025 and has held it in 2 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.