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Strait & Sound Wealth Management’s Philip Morris PM Stock Holding History

Strait & Sound Wealth Management’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
Q2 		$452K Buy
2,498
+240
+11% +$41.6K 0.16% 102
2026
Q1 		$373K Sell
2,258
-240
-10% -$41.7K 0.14% 112
2025
Q4 		$401K Hold
2,498
– – 0.15% 102
2025
Q3 		$405K Sell
2,498
-480
-16% -$80.8K 0.16% 101
2025
Q2 		$542K Buy
2,978
+680
+30% +$117K 0.23% 83
2025
Q1 		$365K Sell
2,298
-160
-7% -$22.7K 0.17% 97
2024
Q4 		$296K Buy
2,458
+480
+24% +$60.6K 0.14% 114
2024
Q3 		$240K Sell
1,978
-973
-33% -$113K 0.12% 127
2024
Q2 		$299K Sell
2,951
-415
-12% -$40.6K 0.15% 105
2024
Q1 		$301K Sell
3,366
-25
-0.7% -$2.31K 0.17% 96
2023
Q4 		$318K Sell
3,391
-95
-3% -$8.75K 0.2% 88
2023
Q3 		$323K Buy
+3,486
New +$336K 0.28% 83

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strait & Sound Wealth Management's PM Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,498 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #102.

Strait & Sound Wealth Management first reported a position in PM in Q3 2023 and has held it in 12 quarters since. The position peaked at $542K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Strait & Sound Wealth Management held 2,498 shares of Philip Morris worth $452K as of Q2 2026.
  • Strait & Sound Wealth Management bought 240 Philip Morris shares in Q2 2026, an estimated $41.6K.
  • Philip Morris made up 0.16% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Strait & Sound Wealth Management first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • Strait & Sound Wealth Management's Philip Morris position peaked at $542K in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.