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MBL Wealth’s Philip Morris PM Stock Holding History

MBL Wealth’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 		$496K Buy
2,740
+311
+13% +$53.9K 0.03% 213
2026
Q1 		$402K Buy
2,429
+91
+4% +$15.8K 0.03% 226
2025
Q4 		$375K Sell
2,338
-182
-7% -$28.2K 0.03% 212
2025
Q3 		$409K Buy
2,520
+445
+21% +$74.9K 0.04% 172
2025
Q2 		$378K Buy
2,075
+365
+21% +$62.7K 0.04% 170
2025
Q1 		$271K Buy
+1,710
New +$242K 0.03% 185
2022
Q2 		– Sell
-2,275
Closed -$214K – 163
2022
Q1 		$214K Buy
+2,275
New +$228K 0.05% 157
2021
Q1 		$220K Buy
+2,472
New +$210K 0.08% 142

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBL Wealth's PM Position: Q2 2026 in Review

MBL Wealth increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $53.9K and bringing the position to 2,740 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #213.

MBL Wealth first reported a position in PM in Q1 2021 and has held it in 8 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MBL Wealth held 2,740 shares of Philip Morris worth $496K as of Q2 2026.
  • MBL Wealth bought 311 Philip Morris shares in Q2 2026, an estimated $53.9K.
  • Philip Morris made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #213 holding.
  • MBL Wealth first reported a position in Philip Morris in Q1 2021 and has held it in 8 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.