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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
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 $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MBE Wealth Management's PM Position: Q2 2026 in Review

MBE Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,304 shares — an estimated $216K sold.

MBE Wealth Management first reported a position in PM in Q1 2020 and held it in 7 quarters. The position peaked at $252K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MBE Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • MBE Wealth Management sold 1,304 Philip Morris shares in Q2 2026, an estimated $216K.
  • MBE Wealth Management first reported a position in Philip Morris in Q1 2020 and held it in 7 quarters.
  • MBE Wealth Management's Philip Morris position peaked at $252K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.