Carson Advisory Inc.

Position in PM — Philip Morris International Inc.

CIK 1909304 ATHENS, GA

Position in PM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$715,499

+$61,745 QoQ

Shares Held

3,955

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,639

of 2,919 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Carson Advisory Inc. holds $1,144,464 across 2 Tobacco names. PM ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	3,955	$715,499
2	MO	Altria Group, Inc.	5,962	$428,965

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,499	3,955	+0.0%	Shares	Sole	2026-08-11
2026-03-31	$653,754	3,954	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$633,900	3,952	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$640,852	3,951	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$719,231	3,949	+0.0%	Shares	Sole	2025-08-05
2025-03-31	$626,666	3,948	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$474,901	3,946	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$478,801	3,944	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$399,442	3,942	-0.4%	Shares	Sole	2024-08-07
2024-03-31	$362,448	3,956	+0.2%	Shares	Sole	2024-05-03
2023-12-31	$371,616	3,950	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$362,821	3,919	+18.4%	Shares	Sole	2023-11-09
2023-06-30	$323,219	3,311	-1.8%	Shares	Sole	2023-07-28
2023-03-31	$327,732	3,370	-21.0%	Shares	Sole	2023-05-05
2022-12-31	$431,964	4,268	+0.0%	Shares	Sole	2023-02-08
2022-09-30	$354,120	4,266	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$420,928	4,263	+0.0%	Shares	Sole	2022-08-03
2022-03-31	$400,372	4,262	+1.2%	Shares	Sole	2022-05-03
2021-12-31	$400,235	4,213	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.