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Carolina Wealth Advisors’s Philip Morris PM Stock Holding History

Carolina Wealth Advisors’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 		$4.48M Sell
24,788
-120
-0.5% -$20.8K 1.76% 15
2026
Q1 		$4.12M Buy
24,908
+22,689
+1,022% +$3.94M 1.72% 16
2025
Q4 		$356K Buy
2,219
+554
+33% +$85.8K 0.16% 66
2025
Q3 		$270K Buy
1,665
+1,119
+205% +$188K 0.12% 65
2025
Q2 		$99.4K Buy
546
+501
+1,113% +$86K 0.05% 75
2025
Q1 		$7.14K Buy
+45
New +$6.37K ﹤0.01% 158
2023
Q4 		– Sell
-1,500
Closed -$139K – 266
2023
Q3 		$139K Buy
+1,500
New +$144K 0.08% 83
2021
Q4 		– Sell
-5,006
Closed -$475K – 290
2021
Q3 		$475K Sell
5,006
-179
-3% -$18K 0.31% 37
2021
Q2 		$514K Sell
5,185
-214
-4% -$20.5K 0.35% 37
2021
Q1 		$479K Sell
5,399
-5,464
-50% -$464K 0.35% 37
2020
Q4 		$899K Sell
10,863
-157
-1% -$12.2K 0.72% 34
2020
Q3 		$826K Buy
11,020
+840
+8% +$64.8K 0.73% 35
2020
Q2 		$713K Buy
10,180
+891
+10% +$65K 0.69% 36
2020
Q1 		$678K Buy
9,289
+2,884
+45% +$237K 0.78% 36
2019
Q4 		$545K Buy
+6,405
New +$528K 0.52% 34

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Carolina Wealth Advisors's PM Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Philip Morris (PM) stake by 0.48% in Q2 2026, selling an estimated $20.8K and leaving 24,788 shares worth $4.48M. The position accounts for 1.76% of the portfolio, ranked #15.

Carolina Wealth Advisors first reported a position in PM in Q4 2019 and has held it in 15 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Carolina Wealth Advisors held 24,788 shares of Philip Morris worth $4.48M as of Q2 2026.
  • Carolina Wealth Advisors sold 120 Philip Morris shares in Q2 2026, an estimated $20.8K.
  • Philip Morris made up 1.76% of Carolina Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Carolina Wealth Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 15 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.