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CarsonAllaria Wealth Management’s Philip Morris PM Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-988
Closed -$180K – 266
2025
Q2 		$180K Sell
988
-28
-3% -$4.81K 0.1% 71
2025
Q1 		$161K Buy
1,016
+7
+0.7% +$992 0.09% 77
2024
Q4 		$121K Sell
1,009
-179
-15% -$22.6K 0.07% 92
2024
Q3 		$144K Sell
1,188
-180
-13% -$20.9K 0.08% 81
2024
Q2 		$139K Sell
1,368
-291
-18% -$28.5K 0.08% 76
2024
Q1 		$152K Sell
1,659
-287
-15% -$26.5K 0.1% 78
2023
Q4 		$183K Sell
1,946
-6
-0.3% -$553 0.13% 68
2023
Q3 		$181K Sell
1,952
-19
-1% -$1.83K 0.15% 64
2023
Q2 		$192K Sell
1,971
-1
-0.1% -$96 0.15% 68
2023
Q1 		$192K Buy
1,972
+2
+0.1% +$199 0.16% 68
2022
Q4 		$199K Buy
1,970
+17
+0.9% +$1.6K 0.17% 64
2022
Q3 		$162K Buy
1,953
+23
+1% +$2.19K 0.15% 72
2022
Q2 		$191K Buy
1,930
+11
+0.6% +$1.12K 0.18% 68
2022
Q1 		$180K Buy
1,919
+23
+1% +$2.3K 0.16% 70
2021
Q4 		$180K Buy
+1,896
New +$177K 0.16% 71

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CarsonAllaria Wealth Management's PM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 988 shares — an estimated $180K sold.

CarsonAllaria Wealth Management first reported a position in PM in Q4 2021 and held it in 15 quarters. The position peaked at $199K in Q4 2022. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 988 Philip Morris shares in Q3 2025, an estimated $180K.
  • CarsonAllaria Wealth Management first reported a position in Philip Morris in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Philip Morris position peaked at $199K in Q4 2022.
  • 2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.