Williams & Novak’s PIMCO Municipal Income Fund III PMX Stock Holding History

Williams & Novak’s Portfolio PMX Stock Details PMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-170,800	Closed	-$1.17M	–	154
2025 Q2	$1.17M	Buy	170,800 +110,345	+183%	+$753K	1%	30
2025 Q1	$436K	Buy	60,455 +16,700	+38%	+$122K	0.43%	64
2024 Q4	$322K	Hold	43,755	–	–	0.31%	76
2024 Q3	$361K	Hold	43,755	–	–	0.34%	76
2024 Q2	$345K	Hold	43,755	–	–	0.32%	74
2024 Q1	$323K	Hold	43,755	–	–	0.37%	58
2023 Q4	$323K	Buy	+43,755	New	+$303K	0.37%	58

Other funds holding PMX

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Williams & Novak's PMX Position: Q3 2025 in Review

Williams & Novak sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 170,800 shares — an estimated $1.17M sold.

Williams & Novak first reported a position in PMX in Q4 2023 and held it in 7 quarters. The position peaked at $1.17M in Q2 2025. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

Williams & Novak reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Williams & Novak sold 170,800 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $1.17M.
Williams & Novak first reported a position in PIMCO Municipal Income Fund III in Q4 2023 and held it in 7 quarters.
Williams & Novak's PIMCO Municipal Income Fund III position peaked at $1.17M in Q2 2025.
1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Williams & Novak's 13F filing for Q3 2025, filed 30 Oct 2025.