SEC 13F Intelligence

Alley Investment Management Company, LLC / 4I1

Alley Investment Management Company, LLC’s Philip Morris Intl Inc Position

Does Alley Investment Management Company, LLC own Philip Morris Intl Inc (4I1)? Yes165.1K shares worth $27M (+3.32% of its 13F portfolio) as of Q1 2026, down from 173.6K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
165.1K
% of Portfolio
+3.32%
Quarters Held
17
currently held

Position History 4I1

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $11MQ3 ’22: $9MQ4 ’22: $14,392Q4 ’22Q1 ’23: $15MQ2 ’23: $15MQ3 ’23: $15MQ3 ’23Q4 ’23: $15MQ1 ’24: $15MQ2 ’24: $16MQ2 ’24Q3 ’24: $20MQ4 ’24: $20MQ1 ’25: $26MQ1 ’25Q2 ’25: $29MQ3 ’25: $28MQ4 ’25: $28MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026165.1K$27M+3.32%
Q4 2025173.6K$28M+3.26%
Q3 2025173.9K$28M+3.28%
Q2 2025161.3K$29M+3.56%
Q1 2025162.7K$26M+3.24%
Q4 2024163.0K$20M+2.48%
Q3 2024161.1K$20M+2.48%
Q2 2024162.1K$16M+2.24%
Q1 2024162.4K$15M+2.05%
Q4 2023162.2K$15M+2.23%
Q3 2023157.2K$15M+2.47%
Q2 2023156.7K$15M+2.47%
Q1 2023155.9K$15M+2.53%
Q4 2022142.2K$14,392+2.47%
Q3 2022108.9K$9M+1.80%
Q2 2022107.9K$11M+2.01%
Q1 2022108.2K$10M+1.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alley Investment Management Company, LLC’s full portfolio or all institutional holders of 4I1.