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Apexium Financial’s Philip Morris PM Stock Holding History

Apexium Financial’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
2025
Q3 		$1.36M Buy
8,381
+28
+0.3% +$4.71K 0.07% 107
2025
Q2 		$1.52M Sell
8,353
-42
-0.5% -$7.21K 0.08% 98
2025
Q1 		$1.34M Buy
8,395
+3,986
+90% +$565K 0.08% 103
2024
Q4 		$531K Buy
4,409
+1,354
+44% +$171K 0.03% 159
2024
Q3 		$372K Buy
3,055
+540
+21% +$62.7K 0.02% 169
2024
Q2 		$255K Buy
2,515
+48
+2% +$4.69K 0.02% 195
2024
Q1 		$227K Sell
2,467
-250
-9% -$23.1K 0.02% 211
2023
Q4 		$256K Buy
2,717
+250
+10% +$23K 0.02% 231
2023
Q3 		$229K Buy
2,467
+116
+5% +$11.2K 0.02% 192
2023
Q2 		$230K Buy
+2,351
New +$225K 0.02% 198

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Apexium Financial's PM Position: Q3 2025 in Review

Apexium Financial increased its Philip Morris (PM) stake by 0.34% in Q3 2025, buying an estimated $4.71K and bringing the position to 8,381 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #107.

Apexium Financial first reported a position in PM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Apexium Financial held 8,381 shares of Philip Morris worth $1.36M as of Q3 2025.
  • Apexium Financial bought 28 Philip Morris shares in Q3 2025, an estimated $4.71K.
  • Philip Morris made up 0.07% of Apexium Financial's portfolio in Q3 2025, its #107 holding.
  • Apexium Financial first reported a position in Philip Morris in Q2 2023 and has held it in 10 quarters since.
  • Apexium Financial's Philip Morris position peaked at $1.52M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.