MFS
PM icon

Mirabella Financial Services’s Philip Morris PM Stock Holding History

Mirabella Financial Services’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
-2,159
Closed -$357K – 1058
2026
Q1 		$357K Buy
+2,159
New +$375K 0.03% 405
2025
Q3 		– Sell
-16,763
Closed -$3.05M – 297
2025
Q2 		$3.05M Buy
+16,763
New +$2.88M 0.31% 55
2024
Q3 		– Sell
-3,454
Closed -$350K – 396
2024
Q2 		$350K Buy
+3,454
New +$338K 0.03% 307

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

Mirabella Financial Services's PM Position: Q2 2026 in Review

Mirabella Financial Services sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,159 shares — an estimated $357K sold.

Mirabella Financial Services first reported a position in PM in Q2 2024 and held it in 3 quarters. The position peaked at $3.05M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mirabella Financial Services reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,159 Philip Morris shares in Q2 2026, an estimated $357K.
  • Mirabella Financial Services first reported a position in Philip Morris in Q2 2024 and held it in 3 quarters.
  • Mirabella Financial Services's Philip Morris position peaked at $3.05M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.