Carson Advisory’s Philip Morris PM Stock Holding History

Carson Advisory’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	$716K	Buy	3,955 +1	+0%	+$173	0.33%	72
2026 Q1	$654K	Buy	3,954 +2	+0.1%	+$348	0.34%	69
2025 Q4	$634K	Buy	3,952 +1	+0%	+$155	0.33%	72
2025 Q3	$641K	Buy	3,951 +2	+0.1%	+$336	0.35%	67
2025 Q2	$719K	Buy	3,949 +1	+0%	+$172	0.46%	57
2025 Q1	$627K	Buy	3,948 +2	+0.1%	+$283	0.42%	64
2024 Q4	$475K	Buy	3,946 +2	+0.1%	+$252	0.33%	71
2024 Q3	$479K	Buy	3,944 +2	+0.1%	+$232	0.3%	83
2024 Q2	$399K	Sell	3,942 -14	-0.4%	-$1.37K	0.28%	94
2024 Q1	$362K	Buy	3,956 +6	+0.2%	+$553	0.25%	100
2023 Q4	$372K	Buy	3,950 +31	+0.8%	+$2.86K	0.29%	97
2023 Q3	$363K	Buy	3,919 +608	+18%	+$58.5K	0.32%	94
2023 Q2	$323K	Sell	3,311 -59	-2%	-$5.64K	0.27%	100
2023 Q1	$328K	Sell	3,370 -898	-21%	-$89.5K	0.29%	91
2022 Q4	$432K	Buy	4,268 +2	+0%	+$189	0.41%	66
2022 Q3	$354K	Buy	4,266 +3	+0.1%	+$286	0.39%	70
2022 Q2	$421K	Buy	4,263 +1	+0%	+$102	0.47%	64
2022 Q1	$400K	Buy	4,262 +49	+1%	+$4.9K	0.4%	68
2021 Q4	$400K	Buy	+4,213	New	+$394K	0.41%	66

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

Carson Advisory's PM Position: Q2 2026 in Review

Carson Advisory increased its Philip Morris (PM) stake by 0.03% in Q2 2026, buying an estimated $173 and bringing the position to 3,955 shares worth $716K. The position accounts for 0.33% of the portfolio, ranked #72.

Carson Advisory first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $719K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Carson Advisory held 3,955 shares of Philip Morris worth $716K as of Q2 2026.
Carson Advisory bought 1 Philip Morris share in Q2 2026, an estimated $173.
Philip Morris made up 0.33% of Carson Advisory's portfolio in Q2 2026, its #72 holding.
Carson Advisory first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's Philip Morris position peaked at $719K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.