CWC
PM icon

Carolinas Wealth Consulting’s Philip Morris PM Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-9,432
Closed -$1.5M – 698
2025
Q1 		$1.5M Sell
9,432
-8
-0.1% -$1.13K 0.32% 49
2024
Q4 		$1.15M Sell
9,440
-1,106
-10% -$140K 0.23% 59
2024
Q3 		$1.29M Sell
10,546
-945
-8% -$110K 0.23% 57
2024
Q2 		$1.16M Buy
11,491
+10,586
+1,170% +$1.04M 0.22% 59
2024
Q1 		$84.1K Sell
905
-33,910
-97% -$3.13M 0.02% 294
2023
Q4 		$159K Sell
34,815
-39
-0.1% -$3.59K 0.03% 181
2023
Q3 		$154K Buy
34,854
+2
+0% +$192 0.04% 173
2023
Q2 		$167K Sell
34,852
-673
-2% -$64.3K 0.03% 191
2023
Q1 		$232K Buy
35,525
+508
+1% +$50.6K 0.05% 157
2022
Q4 		$189K Buy
35,017
+121
+0.3% +$11.4K 0.04% 166
2022
Q3 		$151K Sell
34,896
-262
-0.7% -$25K 0.04% 180
2022
Q2 		$199K Buy
35,158
+33,210
+1,705% +$3.39M 0.05% 162
2022
Q1 		$185K Buy
1,948
+22
+1% +$2.2K 0.04% 179
2021
Q4 		$185K Buy
1,926
+21
+1% +$1.96K 0.04% 179
2021
Q3 		$183K Buy
1,905
+16
+0.8% +$1.61K 0.04% 168
2021
Q2 		$189K Buy
1,889
+18
+1% +$1.73K 0.04% 170
2021
Q1 		$168K Sell
1,871
-533
-22% -$45.3K 0.04% 187
2020
Q4 		$202K Buy
2,404
+7
+0.3% +$545 0.05% 147
2020
Q3 		$183K Buy
2,397
+355
+17% +$27.4K 0.06% 138
2020
Q2 		$145K Buy
+2,042
New +$149K 0.06% 121
2020
Q1 		– Sell
-3,735
Closed -$321K – 172
2019
Q4 		$321K Buy
+3,735
New +$308K 0.33% 45

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's PM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Philip Morris (PM) in Q2 2025, closing a stake of 9,432 shares — an estimated $1.5M sold.

Carolinas Wealth Consulting first reported a position in PM in Q4 2019 and held it in 21 quarters. The position peaked at $1.5M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9,432 Philip Morris shares in Q2 2025, an estimated $1.5M.
  • Carolinas Wealth Consulting first reported a position in Philip Morris in Q4 2019 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Philip Morris position peaked at $1.5M in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.