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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return