GWANC
PM icon

Guardian Wealth Advisors (North Carolina)’s Philip Morris PM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$765K Buy
4,227
+105
+3% +$18.2K 0.04% 183
2026
Q1 		$682K Buy
4,122
+23
+0.6% +$4K 0.04% 183
2025
Q4 		$657K Buy
4,099
+131
+3% +$20.3K 0.04% 190
2025
Q3 		$644K Sell
3,968
-579
-13% -$97.4K 0.04% 182
2025
Q2 		$828K Sell
4,547
-61
-1% -$10.5K 0.06% 161
2025
Q1 		$731K Buy
4,608
+379
+9% +$53.7K 0.06% 156
2024
Q4 		$509K Buy
4,229
+1,209
+40% +$153K 0.04% 189
2024
Q3 		$367K Sell
3,020
-20
-0.7% -$2.32K 0.04% 195
2024
Q2 		$308K Sell
3,040
-1,791
-37% -$175K 0.04% 199
2024
Q1 		$443K Buy
4,831
+1,033
+27% +$95.3K 0.05% 173
2023
Q4 		$357K Sell
3,798
-1,485
-28% -$137K 0.05% 173
2023
Q3 		$496K Sell
5,283
-12
-0.2% -$1.16K 0.08% 123
2023
Q2 		$524K Buy
5,295
+311
+6% +$29.7K 0.09% 117
2023
Q1 		$491K Sell
4,984
-125
-2% -$12.5K 0.09% 119
2022
Q4 		$524K Hold
5,109
– – 0.1% 106
2022
Q3 		$431K Buy
5,109
+1,349
+36% +$129K 0.08% 118
2022
Q2 		$376K Buy
3,760
+1,190
+46% +$121K 0.07% 125
2022
Q1 		$245K Buy
+2,570
New +$257K 0.11% 143

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
Vanguard Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $18.2K and bringing the position to 4,227 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #183.

Guardian Wealth Advisors (North Carolina) first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $828K in Q2 2025. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,227 shares of Philip Morris worth $765K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 105 Philip Morris shares in Q2 2026, an estimated $18.2K.
  • Philip Morris made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #183 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Philip Morris position peaked at $828K in Q2 2025.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.