Physician Wealth Advisors’s PCM Fund PCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $136K | Hold |
27,330
| – | – | 0.02% | 273 |
|
|
2026
Q2 | $153K | Hold |
27,330
| – | – | 0.02% | 253 |
|
|
2026
Q1 | $156K | Hold |
27,330
| – | – | 0.02% | 224 |
|
|
2025
Q4 | $168K | Hold |
27,330
| – | – | 0.02% | 221 |
|
|
2025
Q3 | $183K | Sell |
27,330
-5,000
| -15% | -$32.1K | 0.03% | 206 |
|
|
2025
Q2 | $205K | Hold |
32,330
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $209K | Hold |
32,330
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $249K | Hold |
32,330
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $261K | Hold |
32,330
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $243K | Hold |
32,330
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $272K | Hold |
32,330
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $255K | Hold |
32,330
| – | – | 0.06% | 134 |
|
|
2023
Q3 | $279K | Hold |
32,330
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $322K | Hold |
32,330
| – | – | 0.08% | 102 |
|
|
2023
Q1 | $302K | Hold |
32,330
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $284K | Hold |
32,330
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $265K | Hold |
32,330
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $319K | Sell |
32,330
-2,170
| -6% | -$21.8K | 0.09% | 108 |
|
|
2022
Q1 | $365K | Hold |
34,500
| – | – | 0.1% | 106 |
|
|
2021
Q4 | $372K | Hold |
34,500
| – | – | 0.1% | 106 |
|
|
2021
Q3 | $387K | Hold |
34,500
| – | – | 0.11% | 98 |
|
|
2021
Q2 | $399K | Hold |
34,500
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $403K | Hold |
34,500
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $387K | Hold |
34,500
| – | – | 0.13% | 88 |
|
|
2020
Q3 | $339K | Hold |
34,500
| – | – | 0.14% | 88 |
|
|
2020
Q2 | $338K | Buy |
+34,500
| New | +$309K | 0.14% | 94 |
|
Other funds holding PCM
Physician Wealth Advisors's PCM Position: Q3 2026 in Review
Physician Wealth Advisors held its PCM Fund (PCM) position steady in Q3 2026 at 27,330 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #273.
Physician Wealth Advisors first reported a position in PCM in Q2 2020 and has held it in 26 quarters since. The position peaked at $403K in Q1 2021. 6 funds tracked by Wall St. Rank hold PCM as of Q3 2026.
- Physician Wealth Advisors held 27,330 shares of PCM Fund worth $136K as of Q3 2026.
- Physician Wealth Advisors left its PCM Fund share count unchanged in Q3 2026.
- PCM Fund made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #273 holding.
- Physician Wealth Advisors first reported a position in PCM Fund in Q2 2020 and has held it in 26 quarters since.
- Physician Wealth Advisors's PCM Fund position peaked at $403K in Q1 2021.
- 6 funds tracked by Wall St. Rank held PCM Fund as of Q3 2026.
Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.