MBA Advisors
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MBA Advisors’s Philip Morris PM Stock Holding History

MBA Advisors’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 		$884K Sell
4,635
-2
-0% -$378 0.29% 68
2026
Q2 		$839K Buy
4,637
+50
+1% +$8.67K 0.28% 72
2026
Q1 		$758K Sell
4,587
-500
-10% -$86.9K 0.29% 69
2025
Q4 		$816K Buy
5,087
+557
+12% +$86.3K 0.33% 63
2025
Q3 		$735K Buy
4,530
+132
+3% +$22.2K 0.31% 66
2025
Q2 		$801K Sell
4,398
-166
-4% -$28.5K 0.37% 61
2025
Q1 		$724K Buy
4,564
+107
+2% +$15.2K 0.36% 63
2024
Q4 		$536K Buy
4,457
+233
+6% +$29.4K 0.27% 74
2024
Q3 		$513K Sell
4,224
-518
-11% -$60.2K 0.25% 76
2024
Q2 		$481K Buy
4,742
+5
+0.1% +$489 0.25% 76
2024
Q1 		$434K Sell
4,737
-661
-12% -$61K 0.22% 83
2023
Q4 		$508K Buy
5,398
+500
+10% +$46.1K 0.28% 78
2023
Q3 		$453K Sell
4,898
-292
-6% -$28.1K 0.28% 76
2023
Q2 		$507K Buy
5,190
+640
+14% +$61.1K 0.3% 71
2023
Q1 		$442K Hold
4,550
– – 0.28% 77
2022
Q4 		$461K Sell
4,550
-50
-1% -$4.72K 0.3% 72
2022
Q3 		$382K Hold
4,600
– – 0.28% 77
2022
Q2 		$454K Sell
4,600
-100
-2% -$10.2K 0.31% 70
2022
Q1 		$442K Sell
4,700
-911
-16% -$91.1K 0.27% 83
2021
Q4 		$533K Hold
5,611
– – 0.33% 78
2021
Q3 		$532K Hold
5,611
– – 0.39% 66
2021
Q2 		$556K Hold
5,611
– – 0.26% 69
2021
Q1 		$498K Buy
+5,611
New +$476K 0.27% 70

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

MBA Advisors's PM Position: Q3 2026 in Review

MBA Advisors reduced its Philip Morris (PM) stake by 0.04% in Q3 2026, selling an estimated $378 and leaving 4,635 shares worth $884K. The position accounts for 0.29% of the portfolio, ranked #68.

MBA Advisors first reported a position in PM in Q1 2021 and has held it in 23 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • MBA Advisors held 4,635 shares of Philip Morris worth $884K as of Q3 2026.
  • MBA Advisors sold 2 Philip Morris shares in Q3 2026, an estimated $378.
  • Philip Morris made up 0.29% of MBA Advisors's portfolio in Q3 2026, its #68 holding.
  • MBA Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 23 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.