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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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Advisory's PM Position: Q1 2026 in Review

Carson Advisory increased its Philip Morris (PM) stake by 0.05% in Q1 2026, buying an estimated $348 and bringing the position to 3,954 shares worth $654K. The position accounts for 0.34% of the portfolio, ranked #69.

Carson Advisory first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $719K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Carson Advisory held 3,954 shares of Philip Morris worth $654K as of Q1 2026.
  • Carson Advisory bought 2 Philip Morris shares in Q1 2026, an estimated $348.
  • Philip Morris made up 0.34% of Carson Advisory's portfolio in Q1 2026, its #69 holding.
  • Carson Advisory first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Philip Morris position peaked at $719K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.