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Sound View Wealth Advisors Group’s Philip Morris PM Stock Holding History

Sound View Wealth Advisors Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.7M Buy
40,536
+305
+0.8% +$53K 0.46% 58
2025
Q4 		$6.45M Sell
40,231
-165
-0.4% -$25.6K 0.43% 58
2025
Q3 		$6.55M Sell
40,396
-1,215
-3% -$204K 0.45% 55
2025
Q2 		$7.58M Buy
41,611
+395
+1% +$67.8K 0.56% 47
2025
Q1 		$6.54M Sell
41,216
-2,934
-7% -$416K 0.54% 50
2024
Q4 		$5.31M Sell
44,150
-671
-1% -$84.7K 0.43% 55
2024
Q3 		$5.44M Buy
44,821
+24,287
+118% +$2.82M 0.44% 55
2024
Q2 		$2.08M Buy
20,534
+921
+5% +$90K 0.21% 106
2024
Q1 		$1.8M Sell
19,613
-25,096
-56% -$2.31M 0.19% 116
2023
Q4 		$4.21M Buy
44,709
+16,450
+58% +$1.52M 0.46% 55
2023
Q3 		$2.62M Buy
28,259
+4,289
+18% +$413K 0.33% 71
2023
Q2 		$2.34M Sell
23,970
-4,725
-16% -$451K 0.31% 78
2023
Q1 		$2.79M Sell
28,695
-16,014
-36% -$1.6M 0.38% 65
2022
Q4 		$4.21M Buy
44,709
+25,990
+139% +$2.45M 0.46% 55
2022
Q3 		$1.55M Sell
18,719
-325
-2% -$31K 0.35% 69
2022
Q2 		$1.88M Sell
19,044
-1,071
-5% -$109K 0.39% 69
2022
Q1 		$1.89M Sell
20,115
-23
-0.1% -$2.3K 0.36% 69
2021
Q4 		$1.91M Sell
20,138
-386
-2% -$36.1K 0.36% 69
2021
Q3 		$1.95M Sell
20,524
-287
-1% -$28.9K 0.41% 59
2021
Q2 		$2.06M Sell
20,811
-575
-3% -$55.2K 0.43% 61
2021
Q1 		$1.9M Sell
21,386
-1,708
-7% -$145K 0.44% 62
2020
Q4 		$1.91M Sell
23,094
-677
-3% -$52.7K 0.47% 58
2020
Q3 		$1.78M Sell
23,771
-739
-3% -$57K 0.47% 57
2020
Q2 		$1.72M Sell
24,510
-545
-2% -$39.7K 0.48% 59
2020
Q1 		$1.83M Sell
25,055
-1,044
-4% -$85.9K 0.63% 53
2019
Q4 		$2.22M Sell
26,099
-452
-2% -$37.3K 0.63% 51
2019
Q3 		$2.02M Sell
26,551
-15,864
-37% -$1.26M 0.6% 54
2019
Q2 		$3.33M Buy
+42,415
New +$3.5M 0.98% 31

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors Group's PM Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Philip Morris (PM) stake by 0.76% in Q1 2026, buying an estimated $53K and bringing the position to 40,536 shares worth $6.7M. The position accounts for 0.46% of the portfolio, ranked #58.

Sound View Wealth Advisors Group first reported a position in PM in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.58M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Sound View Wealth Advisors Group held 40,536 shares of Philip Morris worth $6.7M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 305 Philip Morris shares in Q1 2026, an estimated $53K.
  • Philip Morris made up 0.46% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #58 holding.
  • Sound View Wealth Advisors Group first reported a position in Philip Morris in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Philip Morris position peaked at $7.58M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.