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Semmax Financial Advisors’s Philip Morris PM Stock Holding History

Semmax Financial Advisors’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
Q2 		$5.84M Sell
34,329
-1,126
-3% -$193K 1.51% 17
2025
Q1 		$6.02M Sell
35,455
-8,322
-19% -$1.18M 1.63% 17
2024
Q4 		$6.53M Sell
43,777
-137
-0.3% -$17.3K 1.74% 13
2024
Q3 		$5.46M Sell
43,914
-5,393
-11% -$627K 1.5% 20
2024
Q2 		$5.81M Sell
49,307
-807
-2% -$78.9K 1.75% 9
2024
Q1 		$4.98M Sell
50,114
-246
-0.5% -$22.7K 1.64% 13
2023
Q4 		$4.49M Sell
50,360
-2,558
-5% -$236K 1.64% 14
2023
Q3 		$4.76M Buy
+52,918
New +$5.09M 1.91% 14
2022
Q4 		$5.53M Sell
54,604
-365
-0.7% -$34.4K 2.2% 13
2022
Q3 		$5M Buy
54,969
+3,495
+7% +$333K 2.12% 16
2022
Q2 		$5.05M Buy
51,474
+4,905
+11% +$500K 2.06% 15
2022
Q1 		$4.38M Buy
46,569
+2,715
+6% +$272K 1.72% 17
2021
Q4 		$4.17M Buy
43,854
+9,251
+27% +$865K 1.54% 21
2021
Q3 		$3.28M Sell
34,603
-2,145
-6% -$216K 1.13% 32
2021
Q2 		$3.64M Buy
36,748
+426
+1% +$40.9K 1.16% 31
2021
Q1 		$3.22M Buy
36,322
+12,190
+51% +$1.04M 1.15% 30
2020
Q4 		$2M Buy
24,132
+788
+3% +$61.3K 0.83% 49
2020
Q3 		$1.75M Buy
23,344
+760
+3% +$58.6K 0.83% 52
2020
Q2 		$1.58M Buy
22,584
+3,124
+16% +$228K 0.83% 51
2020
Q1 		$1.42M Buy
19,460
+1,720
+10% +$142K 0.9% 37
2019
Q4 		$1.51M Sell
17,740
-120
-0.7% -$9.89K 0.83% 43
2019
Q3 		$1.36M Buy
17,860
+2,251
+14% +$178K 0.81% 45
2019
Q2 		$1.23M Buy
15,609
+2,694
+21% +$223K 0.79% 44
2019
Q1 		$1.14M Buy
12,915
+2,179
+20% +$175K 0.79% 29
2018
Q4 		$717K Buy
+10,736
New +$897K 0.56% 42

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Semmax Financial Advisors's PM Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Philip Morris (PM) stake by 3.2% in Q2 2025, selling an estimated $193K and leaving 34,329 shares worth $5.84M. The position accounts for 1.51% of the portfolio, ranked #17.

Semmax Financial Advisors first reported a position in PM in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.53M in Q4 2024. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Semmax Financial Advisors held 34,329 shares of Philip Morris worth $5.84M as of Q2 2025.
  • Semmax Financial Advisors sold 1,126 Philip Morris shares in Q2 2025, an estimated $193K.
  • Philip Morris made up 1.51% of Semmax Financial Advisors's portfolio in Q2 2025, its #17 holding.
  • Semmax Financial Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Philip Morris position peaked at $6.53M in Q4 2024.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.