Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International Inc. in every 13F filed by Sound View Wealth Advisors Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overview All 13F holders of PM Full Q2 2026 holdings

Shares (Q2 2026): 39,416
Value: $7.13M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of PM by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,416	$7.13M	0.4%	−1,120−2.8%	Reduced	Holders
Q1 2026	40,536	$6.70M	0.5%	+305+0.8%	Added	Holders
Q4 2025	40,231	$6.45M	0.4%	−165−0.4%	Reduced	Holders
Q3 2025	40,396	$6.55M	0.5%	−1,215−2.9%	Reduced	Holders
Q2 2025	41,611	$7.58M	0.6%	+395+1.0%	Added	Holders
Q1 2025	41,216	$6.54M	0.5%	−2,934−6.6%	Reduced	Holders
Q4 2024	44,150	$5.31M	0.4%	−671−1.5%	Reduced	Holders
Q3 2024	44,821	$5.44M	0.4%	+24,287+118.3%	Added	Holders
Q2 2024	20,534	$2.08M	0.2%	+921+4.7%	Added	Holders
Q1 2024	19,613	$1.80M	0.2%	−25,096−56.1%	Reduced	Holders
Q4 2023	44,709	$4.21M	0.5%	+16,450+58.2%	Added	Holders
Q3 2023	28,259	$2.62M	0.3%	+4,289+17.9%	Added	Holders
Q2 2023	23,970	$2.34M	0.3%	−4,725−16.5%	Reduced	Holders
Q1 2023	28,695	$2.79M	0.4%	−16,014−35.8%	Reduced	Holders
Q4 2022	44,709	$4.21M	0.5%	+25,990+138.8%	Added	Holders
Q3 2022	18,719	$1.55M	0.3%	−325−1.7%	Reduced	Holders
Q2 2022	19,044	$1.88M	0.4%	−1,071−5.3%	Reduced	Holders
Q1 2022	20,115	$1.89M	0.4%	−23−0.1%	Reduced	Holders
Q4 2021	20,138	$1.91M	0.4%	−386−1.9%	Reduced	Holders
Q3 2021	20,524	$1.95M	0.4%	−287−1.4%	Reduced	Holders
Q2 2021	20,811	$2.06M	0.4%	−575−2.7%	Reduced	Holders
Q1 2021	21,386	$1.90M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.