MB, Levis & Associates’s Philip Morris PM Stock Holding History

MB, Levis & Associates’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	$98.9K	Buy	598 +1	+0.2%	+$174	0.04%	80
2025 Q4	$95.7K	Buy	597 +2	+0.3%	+$310	0.04%	83
2025 Q3	$96.5K	Buy	595 +1	+0.2%	+$168	0.04%	82
2025 Q2	$108K	Buy	594 +157	+36%	+$27K	0.05%	85
2025 Q1	$69.3K	Hold	437	–	–	0.03%	108
2024 Q4	$52.6K	Hold	437	–	–	0.03%	112
2024 Q3	$53K	Hold	437	–	–	0.03%	116
2024 Q2	$44.3K	Hold	437	–	–	0.02%	120
2024 Q1	$40K	Hold	437	–	–	0.02%	123
2023 Q4	$41.1K	Hold	437	–	–	0.02%	122
2023 Q3	$40.4K	Hold	437	–	–	0.03%	123
2023 Q2	$42.6K	Hold	437	–	–	0.03%	124
2023 Q1	$42.5K	Buy	437 +2	+0.5%	+$199	0.03%	120
2022 Q4	$44K	Buy	+435	New	+$41K	0.03%	112

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MB, Levis & Associates's PM Position: Q1 2026 in Review

MB, Levis & Associates increased its Philip Morris (PM) stake by 0.17% in Q1 2026, buying an estimated $174 and bringing the position to 598 shares worth $98.9K. The position accounts for 0.04% of the portfolio, ranked #80.

MB, Levis & Associates first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $108K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

MB, Levis & Associates held 598 shares of Philip Morris worth $98.9K as of Q1 2026.
MB, Levis & Associates bought 1 Philip Morris share in Q1 2026, an estimated $174.
Philip Morris made up 0.04% of MB, Levis & Associates's portfolio in Q1 2026, its #80 holding.
MB, Levis & Associates first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's Philip Morris position peaked at $108K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.