MBM Wealth Consultants’s Philip Morris PM Stock Holding History

MBM Wealth Consultants’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	$18K	Buy	+109	New	+$18.9K	﹤0.01%	211
2023 Q2	–	Sell	-100	Closed	-$10K	–	230
2023 Q1	$10K	Hold	100	–	–	﹤0.01%	216
2022 Q4	$10K	Hold	100	–	–	﹤0.01%	230
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	219
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	220
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	248
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	233
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	237
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	220
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	214
2020 Q4	$8K	Sell	100 -187	-65%	-$14.6K	﹤0.01%	192
2020 Q3	$22K	Hold	287	–	–	0.01%	159
2020 Q2	$20K	Hold	287	–	–	0.01%	154
2020 Q1	$21K	Hold	287	–	–	0.02%	139
2019 Q4	$24K	Hold	287	–	–	0.02%	148
2019 Q3	$22K	Hold	287	–	–	0.02%	144
2019 Q2	$23K	Hold	287	–	–	0.02%	145
2019 Q1	$25K	Hold	287	–	–	0.02%	144
2018 Q4	$19K	Buy	+287	New	+$24K	0.02%	158

Other funds holding PM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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