Sound View Wealth Advisors Group, LLC
Position in PM — Philip Morris International Inc.
CIK 1784777
SAVANNAH, GA
Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,130,748
+$428,526 QoQ
Shares Held
39,416
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#563
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $12,650,963 across 3 Tobacco names. PM ranks #1 (56.4% of the industry book) .
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,130,748 | 39,416 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,702,222 | 40,536 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,453,052 | 40,231 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,552,231 | 40,396 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,578,611 | 41,611 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,542,215 | 41,216 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,313,452 | 44,150 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,441,269 | 44,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,080,710 | 20,534 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,796,943 | 19,613 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,206,222 | 44,709 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,616,218 | 28,259 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,339,951 | 23,970 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,790,588 | 28,695 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,524,997 | 44,709 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,553,864 | 18,719 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,880,404 | 19,044 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,889,603 | 20,115 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,913,110 | 20,138 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,945,469 | 20,524 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,062,578 | 20,811 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,897,793 | 21,386 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,911,952 | 23,094 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,782,587 | 23,771 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,717,170 | 24,510 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,828,012 | 25,055 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||