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

Laurel 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	$444K	Hold	2,454	–	–	0.04%	150
2026 Q1	$420K	Hold	2,454	–	–	0.04%	149
2025 Q4	$394K	Hold	2,454	–	–	0.05%	149
2025 Q3	$398K	Hold	2,454	–	–	0.06%	147
2025 Q2	$447K	Hold	2,454	–	–	0.07%	139
2025 Q1	$390K	Sell	2,454 -258	-10%	-$36.5K	0.06%	139
2024 Q4	$326K	Hold	2,712	–	–	0.05%	147
2024 Q3	$329K	Buy	2,712 +21	+0.8%	+$2.44K	0.05%	145
2024 Q2	$273K	Buy	2,691 +40	+2%	+$3.91K	0.05%	152
2024 Q1	$243K	Buy	2,651 +973	+58%	+$89.7K	0.04%	160
2023 Q4	$158K	Hold	1,678	–	–	0.03%	187
2023 Q3	$155K	Hold	1,678	–	–	0.03%	184
2023 Q2	$164K	Hold	1,678	–	–	0.03%	183
2023 Q1	$163K	Hold	1,678	–	–	0.03%	187
2022 Q4	$170K	Sell	1,678 -103	-6%	-$9.72K	0.04%	174
2022 Q3	$148K	Hold	1,781	–	–	0.04%	177
2022 Q2	$176K	Hold	1,781	–	–	0.04%	166
2022 Q1	$167K	Hold	1,781	–	–	0.04%	182
2021 Q4	$169K	Hold	1,781	–	–	0.03%	177
2021 Q3	$169K	Sell	1,781 -200	-10%	-$20.1K	0.04%	178
2021 Q2	$196K	Hold	1,981	–	–	0.04%	170
2021 Q1	$176K	Hold	1,981	–	–	0.04%	167
2020 Q4	$164K	Hold	1,981	–	–	0.04%	161
2020 Q3	$149K	Sell	1,981 -50	-2%	-$3.86K	0.04%	155
2020 Q2	$142K	Hold	2,031	–	–	0.05%	149
2020 Q1	$148K	Hold	2,031	–	–	0.06%	141
2019 Q4	$173K	Buy	2,031 +100	+5%	+$8.24K	0.05%	151
2019 Q3	$147K	Sell	1,931 -233	-11%	-$18.5K	0.05%	153
2019 Q2	$170K	Hold	2,164	–	–	0.06%	146
2019 Q1	$191K	Sell	2,164 -46	-2%	-$3.71K	0.07%	141
2018 Q4	$148K	Buy	+2,210	New	+$185K	0.06%	141

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

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

Laurel Wealth Advisors (North Carolina) held its Philip Morris (PM) position steady in Q2 2026 at 2,454 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #150.

Laurel Wealth Advisors (North Carolina) first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $447K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 2,454 shares of Philip Morris worth $444K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #150 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Philip Morris position peaked at $447K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.