Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Philip Morris PM Stock Holding History

Carson Wealth (CWM LLC)’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 		$33.3M Buy
201,295
+64,434
+47% +$11.2M 0.09% 216
2025
Q4 		$22M Buy
136,861
+7,097
+5% +$1.1M 0.06% 293
2025
Q3 		$21M Buy
129,764
+30,174
+30% +$5.08M 0.06% 263
2025
Q2 		$18.1M Buy
99,590
+24,725
+33% +$4.25M 0.06% 257
2025
Q1 		$11.9M Buy
74,865
+10,699
+17% +$1.52M 0.05% 312
2024
Q4 		$7.72M Buy
64,166
+16,423
+34% +$2.07M 0.03% 378
2024
Q3 		$5.8M Sell
47,743
-3,215
-6% -$374K 0.02% 413
2024
Q2 		$5.16M Buy
50,958
+4,363
+9% +$427K 0.02% 414
2024
Q1 		$4.27M Buy
46,595
+857
+2% +$79K 0.02% 450
2023
Q4 		$4.3M Buy
45,738
+11,228
+33% +$1.03M 0.02% 424
2023
Q3 		$3.19M Buy
34,510
+3,915
+13% +$377K 0.02% 449
2023
Q2 		$2.99M Buy
30,595
+2,741
+10% +$262K 0.02% 449
2023
Q1 		$2.71M Buy
27,854
+1,852
+7% +$185K 0.02% 434
2022
Q4 		$2.63M Sell
26,002
-360
-1% -$34K 0.02% 409
2022
Q3 		$2.19M Sell
26,362
-1,346
-5% -$128K 0.02% 407
2022
Q2 		$2.74M Buy
27,708
+8,687
+46% +$886K 0.02% 368
2022
Q1 		$1.79M Buy
19,021
+4,018
+27% +$402K 0.01% 423
2021
Q4 		$1.43M Buy
+15,003
New +$1.4M 0.01% 511
2021
Q2 		$1.08M Hold
10,858
– – 0.01% 552
2021
Q1 		$1.08M Hold
10,858
– – 0.01% 552
2020
Q4 		$1.08M Hold
10,858
– – 0.01% 552
2020
Q3 		$1.08M Hold
10,858
– – 0.01% 552
2020
Q2 		$1.08M Hold
10,858
– – 0.01% 552
2020
Q1 		$1.08M Hold
10,858
– – 0.01% 552
2019
Q4 		$1.08M Hold
10,858
– – 0.01% 552
2019
Q3 		$1.08M Hold
10,858
– – 0.01% 552
2019
Q2 		$1.08M Hold
10,858
– – 0.01% 552
2019
Q1 		$1.08M Buy
10,858
+3,436
+46% +$277K 0.01% 552
2018
Q4 		$495K Sell
7,422
-472
-6% -$39.4K 0.01% 459
2018
Q3 		$644K Buy
7,894
+309
+4% +$25.4K 0.02% 354
2018
Q2 		$612K Buy
7,585
+3,076
+68% +$261K 0.02% 320
2018
Q1 		$448K Buy
4,509
+116
+3% +$12.1K 0.02% 291
2017
Q4 		$464K Sell
4,393
-152
-3% -$16.2K 0.02% 271
2017
Q3 		$505K Buy
4,545
+278
+7% +$32.4K 0.02% 251
2017
Q2 		$501K Sell
4,267
-284
-6% -$32.9K 0.03% 244
2017
Q1 		$514K Sell
4,551
-314
-6% -$32.4K 0.03% 232
2016
Q4 		$445K Buy
4,865
+2,878
+145% +$267K 0.03% 219
2016
Q3 		$193K Buy
1,987
+217
+12% +$21.7K 0.01% 265
2016
Q2 		$180K Buy
1,770
+1,376
+349% +$137K 0.01% 252
2016
Q1 		$39K Buy
394
+26
+7% +$2.38K ﹤0.01% 369
2015
Q4 		$32K Sell
368
-75
-17% -$6.51K ﹤0.01% 359
2015
Q3 		$35K Buy
+443
New +$36.5K ﹤0.01% 316
2014
Q1 		– Sell
-744
Closed -$65K – 403
2013
Q4 		$65K Buy
744
+403
+118% +$35.2K 0.01% 239
2013
Q3 		$30K Buy
+341
New +$29.8K 0.01% 231

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
VCM
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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 $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Philip Morris (PM) stake by 47% in Q1 2026, buying an estimated $11.2M and bringing the position to 201,295 shares worth $33.3M. The position accounts for 0.09% of the portfolio, ranked #216.

Carson Wealth (CWM LLC) first reported a position in PM in Q3 2013 and has held it in 44 quarters since. 2,864 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 201,295 shares of Philip Morris worth $33.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 64,434 Philip Morris shares in Q1 2026, an estimated $11.2M.
  • Philip Morris made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #216 holding.
  • Carson Wealth (CWM LLC) first reported a position in Philip Morris in Q3 2013 and has held it in 44 quarters since.
  • 2,864 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.