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Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Carson Advisory Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
3,955
Value
$715.5K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of PM by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,955$715.5K0.3%+10.0%AddedHolders
Q1 20263,954$653.7K0.3%+2+0.1%AddedHolders
Q4 20253,952$633.9K0.3%+10.0%AddedHolders
Q3 20253,951$640.8K0.3%+2+0.1%AddedHolders
Q2 20253,949$719.3K0.5%+10.0%AddedHolders
Q1 20253,948$626.6K0.4%+2+0.1%AddedHolders
Q4 20243,946$474.9K0.3%+2+0.1%AddedHolders
Q3 20243,944$478.8K0.3%+2+0.1%AddedHolders
Q2 20243,942$399.4K0.3%−14−0.4%ReducedHolders
Q1 20243,956$362.4K0.3%+6+0.2%AddedHolders
Q4 20233,950$371.6K0.3%+31+0.8%AddedHolders
Q3 20233,919$362.9K0.3%+608+18.4%AddedHolders
Q2 20233,311$323.3K0.3%−59−1.8%ReducedHolders
Q1 20233,370$327.7K0.3%−898−21.0%ReducedHolders
Q4 20224,268$431.9K0.4%+20.0%AddedHolders
Q3 20224,266$354.0K0.4%+3+0.1%AddedHolders
Q2 20224,263$421.0K0.5%+10.0%AddedHolders
Q1 20224,262$400.0K0.4%+49+1.2%AddedHolders
Q4 20214,213$400.0K0.4%–No prior filingHolders