LPL Financial’s PIMCO Municipal Income Fund III PMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-100,443
| Closed | -$689K | – | 5947 |
|
|
2025
Q2 | $689K | Sell |
100,443
-11,746
| -10% | -$80.2K | ﹤0.01% | 4095 |
|
|
2025
Q1 | $803K | Buy |
112,189
+4,444
| +4% | +$32.6K | ﹤0.01% | 3742 |
|
|
2024
Q4 | $793K | Buy |
107,745
+10,772
| +11% | +$84.6K | ﹤0.01% | 3696 |
|
|
2024
Q3 | $801K | Buy |
96,973
+22,968
| +31% | +$182K | ﹤0.01% | 3592 |
|
|
2024
Q2 | $583K | Buy |
74,005
+37,762
| +104% | +$283K | ﹤0.01% | 3737 |
|
|
2024
Q1 | $271K | Buy |
36,243
+2,496
| +7% | +$18.6K | ﹤0.01% | 4283 |
|
|
2023
Q4 | $249K | Sell |
33,747
-18,274
| -35% | -$127K | ﹤0.01% | 4231 |
|
|
2023
Q3 | $337K | Buy |
52,021
+3,184
| +7% | +$23.8K | ﹤0.01% | 3819 |
|
|
2023
Q2 | $393K | Sell |
48,837
-2,683
| -5% | -$21.5K | ﹤0.01% | 3649 |
|
|
2023
Q1 | $428K | Sell |
51,520
-3,609
| -7% | -$29.7K | ﹤0.01% | 3457 |
|
|
2022
Q4 | $480K | Buy |
55,129
+7,949
| +17% | +$68.1K | ﹤0.01% | 3278 |
|
|
2022
Q3 | $364K | Buy |
47,180
+2,646
| +6% | +$24.9K | ﹤0.01% | 3417 |
|
|
2022
Q2 | $411K | Buy |
44,534
+6,625
| +17% | +$62.3K | ﹤0.01% | 3373 |
|
|
2022
Q1 | $393K | Buy |
37,909
+3,231
| +9% | +$35.8K | ﹤0.01% | 3371 |
|
|
2021
Q4 | $442K | Sell |
34,678
-4,920
| -12% | -$60.8K | ﹤0.01% | 3387 |
|
|
2021
Q3 | $496K | Buy |
39,598
+4,567
| +13% | +$58.9K | ﹤0.01% | 3220 |
|
|
2021
Q2 | $458K | Buy |
35,031
+967
| +3% | +$12.1K | ﹤0.01% | 3241 |
|
|
2021
Q1 | $420K | Buy |
34,064
+3,039
| +10% | +$37.1K | ﹤0.01% | 3178 |
|
|
2020
Q4 | $369K | Sell |
31,025
-216
| -0.7% | -$2.51K | ﹤0.01% | 3034 |
|
|
2020
Q3 | $355K | Buy |
31,241
+7,834
| +33% | +$90.3K | ﹤0.01% | 2771 |
|
|
2020
Q2 | $269K | Sell |
23,407
-3,612
| -13% | -$39.2K | ﹤0.01% | 2912 |
|
|
2020
Q1 | $287K | Buy |
27,019
+10,314
| +62% | +$123K | ﹤0.01% | 2538 |
|
|
2019
Q4 | $210K | Buy |
16,705
+3,105
| +23% | +$39.3K | ﹤0.01% | 3067 |
|
|
2019
Q3 | $174K | Sell |
13,600
-225
| -2% | -$2.81K | ﹤0.01% | 3045 |
|
|
2019
Q2 | $171K | Sell |
13,825
-450
| -3% | -$5.54K | ﹤0.01% | 3067 |
|
|
2019
Q1 | $179K | Sell |
14,275
-29,540
| -67% | -$353K | ﹤0.01% | 2976 |
|
|
2018
Q4 | $488K | Sell |
43,815
-4,000
| -8% | -$44.5K | ﹤0.01% | 2058 |
|
|
2018
Q3 | $554K | Sell |
47,815
-400
| -0.8% | -$4.62K | ﹤0.01% | 2153 |
|
|
2018
Q2 | $557K | Buy |
48,215
+320
| +0.7% | +$3.66K | ﹤0.01% | 2107 |
|
|
2018
Q1 | $545K | Buy |
47,895
+1,333
| +3% | +$14.9K | ﹤0.01% | 2065 |
|
|
2017
Q4 | $539K | Sell |
46,562
-17,096
| -27% | -$201K | ﹤0.01% | 2010 |
|
|
2017
Q3 | $755K | Buy |
63,658
+16,652
| +35% | +$198K | ﹤0.01% | 1636 |
|
|
2017
Q2 | $551K | Sell |
47,006
-70,498
| -60% | -$816K | ﹤0.01% | 1815 |
|
|
2017
Q1 | $1.33M | Sell |
117,504
-439
| -0.4% | -$5.03K | 0.01% | 1071 |
|
|
2016
Q4 | $1.34M | Sell |
117,943
-12,790
| -10% | -$149K | 0.01% | 1029 |
|
|
2016
Q3 | $1.67M | Sell |
130,733
-2,690
| -2% | -$34.4K | 0.02% | 859 |
|
|
2016
Q2 | $1.73M | Sell |
133,423
-192,037
| -59% | -$2.41M | 0.01% | 833 |
|
|
2016
Q1 | $3.97M | Sell |
325,460
-7,472
| -2% | -$88.5K | 0.01% | 828 |
|
|
2015
Q4 | $3.88M | Buy |
332,932
+161,537
| +94% | +$1.82M | 0.01% | 825 |
|
|
2015
Q3 | $1.88M | Buy |
171,395
+7,036
| +4% | +$76.8K | 0.01% | 865 |
|
|
2015
Q2 | $1.77M | Sell |
164,359
-27,468
| -14% | -$305K | 0.01% | 986 |
|
|
2015
Q1 | $2.22M | Buy |
191,827
+6,046
| +3% | +$68.4K | 0.01% | 857 |
|
|
2014
Q4 | $2.06M | Sell |
185,781
-1,346
| -0.7% | -$14.7K | 0.01% | 859 |
|
|
2014
Q3 | $2.02M | Sell |
187,127
-17,635
| -9% | -$192K | 0.01% | 851 |
|
|
2014
Q2 | $2.27M | Buy |
204,762
+4,065
| +2% | +$44.3K | 0.01% | 810 |
|
|
2014
Q1 | $2.22M | Buy |
200,697
+4,808
| +2% | +$51.5K | 0.01% | 781 |
|
|
2013
Q4 | $1.96M | Sell |
195,889
-24,032
| -11% | -$245K | 0.01% | 837 |
|
|
2013
Q3 | $2.23M | Buy |
219,921
+1,826
| +0.8% | +$18.8K | 0.01% | 725 |
|
|
2013
Q2 | $2.4M | Buy |
+218,095
| New | +$2.62M | 0.02% | 631 |
|
Other funds holding PMX
LPL Financial's PMX Position: Q3 2025 in Review
LPL Financial sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 100,443 shares — an estimated $689K sold.
LPL Financial first reported a position in PMX in Q2 2013 and held it in 49 quarters. The position peaked at $3.97M in Q1 2016. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.
- LPL Financial reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
- LPL Financial sold 100,443 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $689K.
- LPL Financial first reported a position in PIMCO Municipal Income Fund III in Q2 2013 and held it in 49 quarters.
- LPL Financial's PIMCO Municipal Income Fund III position peaked at $3.97M in Q1 2016.
- 1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.
Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.