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 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	$556	Hold	5,611	–	–	0.26%	69
2021 Q1	$498	Buy	+5,611	New	+$476K	0.27%	70

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

MBA Advisors's PM Position: Q1 2026 in Review

MBA Advisors reduced its Philip Morris (PM) stake by 9.8% in Q1 2026, selling an estimated $86.9K and leaving 4,587 shares worth $758K. The position accounts for 0.29% of the portfolio, ranked #69.

MBA Advisors first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $816K in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

MBA Advisors held 4,587 shares of Philip Morris worth $758K as of Q1 2026.
MBA Advisors sold 500 Philip Morris shares in Q1 2026, an estimated $86.9K.
Philip Morris made up 0.29% of MBA Advisors's portfolio in Q1 2026, its #69 holding.
MBA Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
MBA Advisors's Philip Morris position peaked at $816K in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.