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Carolina Wealth Advisors, LLC → PM
Carolina Wealth Advisors, LLC PM Position History
Philip Morris International Inc. • Consumer Defensive
Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $356K |
| Q1 2026 | $4.1M |
| Q2 2026 | $4.5M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 25.0K | — | — |
| Q2 2026 | $4.5M | 24.8K | — | — |
| Q1 2026 | $4.1M | 24.9K | — | — |
| Q4 2025 | $356K | 2.2K | — | — |
Other funds holding PM
$10.1B
$10.1B
$9.2B
$5.9B
$5.8B
$4.5B
Other Carolina Wealth Advisors, LLC positions
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SCHW-PJ
$12.7MSCHWAB US TIPS ETF
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SCHW-PJ
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SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF