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 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBA Advisors's PM Position: Q2 2026 in Review

MBA Advisors increased its Philip Morris (PM) stake by 1.1% in Q2 2026, buying an estimated $8.67K and bringing the position to 4,637 shares worth $839K. The position accounts for 0.28% of the portfolio, ranked #72.

MBA Advisors first reported a position in PM in Q1 2021 and has held it in 22 quarters since. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

MBA Advisors held 4,637 shares of Philip Morris worth $839K as of Q2 2026.
MBA Advisors bought 50 Philip Morris shares in Q2 2026, an estimated $8.67K.
Philip Morris made up 0.28% of MBA Advisors's portfolio in Q2 2026, its #72 holding.
MBA Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.