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 Q2	–	Sell	-109	Closed	-$18K	–	296
2026 Q1	$18K	Buy	+109	New	+$18.9K	﹤0.01%	211
2023 Q2	–	Sell	-100	Closed	-$10K	–	226
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBM Wealth Consultants's PM Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Philip Morris (PM) in Q2 2026, closing a stake of 109 shares — an estimated $18K sold.

MBM Wealth Consultants first reported a position in PM in Q4 2018 and held it in 19 quarters. The position peaked at $25K in Q1 2019. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

MBM Wealth Consultants reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 109 Philip Morris shares in Q2 2026, an estimated $18K.
MBM Wealth Consultants first reported a position in Philip Morris in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Philip Morris position peaked at $25K in Q1 2019.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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