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
2026
Q1 		$18.1M Sell
109,600
-38,100
-26% -$6.62M 0.01% 459
2025
Q4 		$23.7M Sell
147,700
-139,400
-49% -$21.6M 0.01% 500
2025
Q3 		$46.6M Sell
287,100
-114,200
-28% -$19.2M 0.02% 369
2025
Q2 		$73.1M Sell
401,300
-15,800
-4% -$2.71M 0.04% 214
2025
Q1 		$66.2M Sell
417,100
-82,900
-17% -$11.7M 0.04% 205
2024
Q4 		$60.2M Sell
500,000
-328,600
-40% -$41.5M 0.03% 268
2024
Q3 		$101M Buy
828,600
+404,800
+96% +$47M 0.06% 158
2024
Q2 		$42.9M Buy
423,800
+21,800
+5% +$2.13M 0.03% 345
2024
Q1 		$36.8M Buy
402,000
+5,900
+1% +$544K 0.02% 425
2023
Q4 		$37.3M Buy
396,100
+45,200
+13% +$4.16M 0.02% 445
2023
Q3 		$32.5M Buy
350,900
+117,100
+50% +$11.3M 0.03% 408
2023
Q2 		$22.8M Buy
233,800
+108,300
+86% +$10.3M 0.02% 526
2023
Q1 		$12.2M Sell
125,500
-160,400
-56% -$16M 0.01% 801
2022
Q4 		$28.9M Buy
285,900
+101,100
+55% +$9.54M 0.03% 426
2022
Q3 		$15.3M Sell
184,800
-121,400
-40% -$11.6M 0.02% 605
2022
Q2 		$30.2M Sell
306,200
-18,700
-6% -$1.91M 0.03% 366
2022
Q1 		$30.5M Buy
324,900
+209,100
+181% +$20.9M 0.03% 409
2021
Q4 		$11M Sell
115,800
-35,700
-24% -$3.34M 0.01% 737
2021
Q3 		$15.1M Sell
151,500
-3,200
-2% -$322K 0.01% 554
2021
Q2 		$15.3M Buy
154,700
+153,210
+10,283% +$14.7M 0.01% 542
2021
Q1 		$13.2M Sell
1,490
-1,260
-46% -$107K 0.02% 376
2020
Q4 		$22.8M Buy
2,750
+735
+36% +$57.2K 0.03% 324
2020
Q3 		$15.1M Buy
2,015
+46
+2% +$3.55K 0.02% 384
2020
Q2 		$13.8M Sell
1,969
-55
-3% -$4.01K 0.02% 400
2020
Q1 		$14.8M Buy
2,024
+243
+14% +$20K 0.03% 301
2019
Q4 		$15.2M Sell
1,781
-1,166
-40% -$96.1K 0.03% 345
2019
Q3 		$22.4M Buy
2,947
+175
+6% +$13.9K 0.06% 219
2019
Q2 		$21.8M Sell
2,772
-12
-0.4% -$991 0.06% 220
2019
Q1 		$24.6M Sell
2,784
-225
-7% -$18.1K 0.07% 175
2018
Q4 		$20.1M Sell
3,009
-1,035
-26% -$86.4K 0.06% 203
2018
Q3 		$33M Buy
4,044
+2,670
+194% +$219K 0.11% 132
2018
Q2 		$11.1M Buy
1,374
+22
+2% +$1.87K 0.04% 319
2018
Q1 		$116K Sell
1,352
-322
-19% -$33.5K 0.01% 1688
2017
Q4 		$225K Buy
1,674
+760
+83% +$81K 0.01% 1185
2017
Q3 		$279K Buy
914
+57
+7% +$6.63K 0.01% 994
2017
Q2 		$500K Sell
857
-198
-19% -$22.9K 0.02% 654
2017
Q1 		$449K Sell
1,055
-1,156
-52% -$119K 0.02% 734
2016
Q4 		$384K Buy
2,211
+400
+22% +$37.1K 0.02% 677
2016
Q3 		$481K Buy
1,811
+555
+44% +$55.6K 0.03% 525
2016
Q2 		$510K Buy
1,256
+173
+16% +$17.3K 0.03% 515
2016
Q1 		$254K Sell
1,083
-3
-0.3% -$275 0.02% 743
2015
Q4 		$144K Sell
1,086
-268
-20% -$23.3K 0.01% 1103
2015
Q3 		$258K Buy
1,354
+88
+7% +$7.24K 0.02% 774
2015
Q2 		$414K Buy
1,266
+429
+51% +$35.3K 0.03% 457
2015
Q1 		$68K Buy
837
+276
+49% +$22.4K 0.01% 1340
2014
Q4 		$40K Buy
+561
New +$48.2K ﹤0.01% 1525

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.