MBE Wealth Management
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MBE Wealth Management’s Philip Morris PM Stock Holding History

MBE Wealth Management’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 		$653K Buy
+3,423
New +$647K 0.23% 63
2026
Q2 		– Sell
-1,304
Closed -$216K – 173
2026
Q1 		$216K Hold
1,304
– – 0.09% 135
2025
Q4 		$209K Hold
1,304
– – 0.09% 129
2025
Q3 		$212K Sell
1,304
-78
-6% -$13.1K 0.09% 132
2025
Q2 		$252K Hold
1,382
– – 0.11% 114
2025
Q1 		$219K Buy
+1,382
New +$196K 0.11% 111
2024
Q3 		– Sell
-2,246
Closed -$228K – 101
2024
Q2 		$228K Buy
+2,246
New +$220K 0.14% 79
2020
Q2 		– Sell
-762
Closed -$55K – 389
2020
Q1 		$55K Buy
+762
New +$62.7K 0.05% 115

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

MBE Wealth Management's PM Position: Q3 2026 in Review

MBE Wealth Management opened a new position in Philip Morris (PM) in Q3 2026: 3,423 shares worth $653K. The stake represents 0.23% of the portfolio and ranks #63 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in PM as recently as Q1 2026.

MBE Wealth Management first reported a position in PM in Q1 2020 and has held it in 8 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • MBE Wealth Management held 3,423 shares of Philip Morris worth $653K as of Q3 2026.
  • Philip Morris was a new MBE Wealth Management position in Q3 2026.
  • Philip Morris made up 0.23% of MBE Wealth Management's portfolio in Q3 2026, its #63 holding.
  • MBE Wealth Management first reported a position in Philip Morris in Q1 2020 and has held it in 8 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.