William Allan Corp
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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
Q3 		$297K Buy
1,555
+4
+0.3% +$756 0.15% 58
2026
Q2 		$281K Buy
1,551
+6
+0.4% +$1.04K 0.14% 57
2026
Q1 		$255K Buy
1,545
+38
+3% +$6.6K 0.15% 55
2025
Q4 		$242K Buy
+1,507
New +$233K 0.14% 55

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Truist Financial
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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

William Allan Corp's PM Position: Q3 2026 in Review

William Allan Corp increased its Philip Morris (PM) stake by 0.26% in Q3 2026, buying an estimated $756 and bringing the position to 1,555 shares worth $297K. The position accounts for 0.15% of the portfolio, ranked #58.

William Allan Corp first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • William Allan Corp held 1,555 shares of Philip Morris worth $297K as of Q3 2026.
  • William Allan Corp bought 4 Philip Morris shares in Q3 2026, an estimated $756.
  • Philip Morris made up 0.15% of William Allan Corp's portfolio in Q3 2026, its #58 holding.
  • William Allan Corp first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.