Simplex Trading
PM icon

Simplex Trading’s Philip Morris PM Stock Holding History

Simplex Trading’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 		– Sell
-12,508
Closed -$2.15M – 9506
2025
Q1 		$1.99M Buy
+12,508
New +$1.77M ﹤0.01% 2039
2023
Q2 		– Sell
-28,987
Closed -$2.77M – 9719
2023
Q1 		$2.82M Sell
28,987
-3,545
-11% -$353K ﹤0.01% 1674
2022
Q4 		$3.29M Buy
32,532
+15,609
+92% +$1.47M ﹤0.01% 1492
2022
Q3 		$1.4M Buy
+16,923
New +$1.61M ﹤0.01% 2297
2022
Q1 		– Sell
-35,274
Closed -$3.53M – 11170
2021
Q4 		$3.35M Buy
35,274
+33,078
+1,506% +$3.09M ﹤0.01% 1542
2021
Q3 		$219K Sell
2,196
-423
-16% -$42.5K ﹤0.01% 5452
2021
Q2 		$259K Sell
2,619
-64
-2% -$6.14K ﹤0.01% 5228
2021
Q1 		$238K Buy
+2,683
New +$228K ﹤0.01% 4486
2019
Q3 		– Sell
-7,605
Closed -$603K – 7738
2019
Q2 		$597K Sell
7,605
-44,381
-85% -$3.67M ﹤0.01% 2405
2019
Q1 		$4.59M Buy
51,986
+51,686
+17,229% +$4.16M 0.01% 740
2018
Q4 		$20K Sell
300
-80,974
-100% -$6.76M ﹤0.01% 5328
2018
Q3 		$6.63M Sell
81,274
-28,361
-26% -$2.33M 0.02% 492
2018
Q2 		$8.85M Buy
109,635
+70,943
+183% +$6.02M 0.03% 379
2018
Q1 		$3.85M Buy
38,692
+23,275
+151% +$2.42M 0.17% 108
2017
Q4 		$1.63M Buy
+15,417
New +$1.64M 0.07% 239
2016
Q1 		– Sell
-61,525
Closed -$5.64M – 6089
2015
Q4 		$5.41M Buy
+61,525
New +$5.34M 0.42% 38
2015
Q2 		– Sell
-361
Closed -$29.7K – 5705
2015
Q1 		$27K Buy
+361
New +$29.3K ﹤0.01% 2082

Other funds holding PM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Simplex Trading's PM Position: Q2 2025 in Review

Simplex Trading sold out of Philip Morris (PM) in Q2 2025, closing a stake of 12,508 shares — an estimated $2.15M sold.

Simplex Trading first reported a position in PM in Q1 2015 and held it in 17 quarters. The position peaked at $8.85M in Q2 2018. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Simplex Trading reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 12,508 Philip Morris shares in Q2 2025, an estimated $2.15M.
  • Simplex Trading first reported a position in Philip Morris in Q1 2015 and held it in 17 quarters.
  • Simplex Trading's Philip Morris position peaked at $8.85M in Q2 2018.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.