Sound Income Strategies’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $541K | Buy |
2,988
+186
| +7% | +$32.3K | 0.02% | 281 |
|
|
2026
Q1 | $441K | Sell |
2,802
-188
| -6% | -$32.7K | 0.02% | 272 |
|
|
2025
Q4 | $519K | Buy |
2,990
+335
| +13% | +$51.9K | 0.02% | 247 |
|
|
2025
Q3 | $416K | Sell |
2,655
-180
| -6% | -$30.3K | 0.02% | 210 |
|
|
2025
Q2 | $516K | Sell |
2,835
-891
| -24% | -$153K | 0.03% | 183 |
|
|
2025
Q1 | $591K | Buy |
3,726
+2,125
| +133% | +$301K | 0.03% | 175 |
|
|
2024
Q4 | $193K | Sell |
1,601
-1,673
| -51% | -$211K | 0.01% | 255 |
|
|
2024
Q3 | $397K | Buy |
3,274
+1,502
| +85% | +$175K | 0.03% | 174 |
|
|
2024
Q2 | $180K | Buy |
1,772
+246
| +16% | +$24.1K | 0.01% | 239 |
|
|
2024
Q1 | $140K | Sell |
1,526
-1,523
| -50% | -$140K | 0.01% | 259 |
|
|
2023
Q4 | $287K | Buy |
3,049
+1,221
| +67% | +$112K | 0.02% | 165 |
|
|
2023
Q3 | $169K | Sell |
1,828
-41
| -2% | -$3.95K | 0.01% | 163 |
|
|
2023
Q2 | $182K | Sell |
1,869
-15
| -0.8% | -$1.43K | 0.02% | 155 |
|
|
2023
Q1 | $183K | Sell |
1,884
-343
| -15% | -$34.2K | 0.02% | 154 |
|
|
2022
Q4 | $225K | Buy |
2,227
+16
| +0.7% | +$1.51K | 0.03% | 133 |
|
|
2022
Q3 | $184K | Hold |
2,211
| – | – | 0.03% | 137 |
|
|
2022
Q2 | $218K | Buy |
2,211
+227
| +11% | +$23.1K | 0.03% | 130 |
|
|
2022
Q1 | $186K | Sell |
1,984
-132
| -6% | -$13.2K | 0.02% | 144 |
|
|
2021
Q4 | $201K | Sell |
2,116
-53
| -2% | -$4.95K | 0.02% | 147 |
|
|
2021
Q3 | $206K | Buy |
2,169
+208
| +11% | +$20.9K | 0.03% | 143 |
|
|
2021
Q2 | $194K | Buy |
1,961
+547
| +39% | +$52.5K | 0.03% | 138 |
|
|
2021
Q1 | $125K | Sell |
1,414
-210
| -13% | -$17.8K | 0.02% | 150 |
|
|
2020
Q4 | $134K | Buy |
1,624
+134
| +9% | +$10.4K | 0.03% | 129 |
|
|
2020
Q3 | $112K | Buy |
1,490
+3
| +0.2% | +$231 | 0.03% | 119 |
|
|
2020
Q2 | $104K | Buy |
1,487
+678
| +84% | +$49.4K | 0.03% | 96 |
|
|
2020
Q1 | $59K | Buy |
809
+485
| +150% | +$39.9K | 0.02% | 114 |
|
|
2019
Q4 | $28K | Hold |
324
| – | – | 0.01% | 195 |
|
|
2019
Q3 | $25K | Buy |
324
+100
| +45% | +$7.92K | 0.01% | 192 |
|
|
2019
Q2 | $18K | Sell |
224
-15
| -6% | -$1.24K | 0.01% | 241 |
|
|
2019
Q1 | $21K | Hold |
239
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $16K | Hold |
239
| – | – | 0.01% | 265 |
|
|
2018
Q3 | $19K | Sell |
239
-50
| -17% | -$4.11K | 0.01% | 249 |
|
|
2018
Q2 | $23K | Sell |
289
-41
| -12% | -$3.48K | 0.01% | 201 |
|
|
2018
Q1 | $33K | Buy |
330
+31
| +10% | +$3.23K | 0.02% | 154 |
|
|
2017
Q4 | $31K | Buy |
+299
| New | +$31.9K | 0.02% | 116 |
|
Other funds holding PM
N
Sound Income Strategies's PM Position: Q2 2026 in Review
Sound Income Strategies increased its Philip Morris (PM) stake by 6.6% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,988 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #281.
Sound Income Strategies first reported a position in PM in Q4 2017 and has held it in 35 quarters since. The position peaked at $591K in Q1 2025. 2,117 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Sound Income Strategies held 2,988 shares of Philip Morris worth $541K as of Q2 2026.
- Sound Income Strategies bought 186 Philip Morris shares in Q2 2026, an estimated $32.3K.
- Philip Morris made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #281 holding.
- Sound Income Strategies first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Philip Morris position peaked at $591K in Q1 2025.
- 2,117 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.