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SPC Financial Inc’s Philip Morris PM Stock Holding History

SPC Financial Inc’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 		$698K Buy
4,304
+131
+3% +$22K 0.05% 147
2025
Q2 		$760K Buy
4,173
+20
+0.5% +$3.43K 0.06% 135
2025
Q1 		$659K Hold
4,153
– – 0.06% 150
2024
Q4 		$500K Buy
4,153
+24
+0.6% +$3.03K 0.04% 163
2024
Q3 		$501K Buy
4,129
+100
+2% +$11.6K 0.04% 171
2024
Q2 		$408K Buy
4,029
+334
+9% +$32.7K 0.04% 175
2024
Q1 		$339K Buy
3,695
+2
+0.1% +$184 0.03% 185
2023
Q4 		$347K Buy
3,693
+5
+0.1% +$461 0.04% 177
2023
Q3 		$341K Sell
3,688
-5
-0.1% -$481 0.04% 170
2023
Q2 		$360K Buy
3,693
+202
+6% +$19.3K 0.04% 163
2023
Q1 		$339K Buy
3,491
+823
+31% +$82K 0.04% 160
2022
Q4 		$270K Sell
2,668
-298
-10% -$28.1K 0.03% 167
2022
Q3 		$246K Sell
2,966
-75
-2% -$7.15K 0.03% 167
2022
Q2 		$300K Buy
3,041
+2
+0.1% +$204 0.04% 163
2022
Q1 		$286K Buy
3,039
+1
+0% +$100 0.03% 165
2021
Q4 		$289K Buy
3,038
+2
+0.1% +$187 0.03% 161
2021
Q3 		$288K Buy
3,036
+1
+0% +$101 0.04% 146
2021
Q2 		$301K Buy
3,035
+2
+0.1% +$192 0.04% 143
2021
Q1 		$269K Buy
3,033
+402
+15% +$34.1K 0.04% 144
2020
Q4 		$218K Buy
+2,631
New +$205K 0.03% 152
2020
Q1 		– Sell
-3,707
Closed -$315K – 146
2019
Q4 		$315K Buy
3,707
+477
+15% +$39.3K 0.06% 112
2019
Q3 		$245K Buy
3,230
+630
+24% +$49.9K 0.05% 113
2019
Q2 		$204K Buy
2,600
+300
+13% +$24.8K 0.04% 127
2019
Q1 		$203K Buy
+2,300
New +$185K 0.04% 128
2018
Q1 		– Sell
-1,931
Closed -$204K – 125
2017
Q4 		$204K Hold
1,931
– – 0.05% 120
2017
Q3 		$214K Buy
+1,931
New +$225K 0.05% 118
2017
Q2 		– Sell
-1,856
Closed -$210K – 114
2017
Q1 		$210K Buy
+1,856
New +$191K 0.06% 105
2016
Q4 		– Sell
-2,112
Closed -$205K – 127
2016
Q3 		$205K Sell
2,112
-247
-10% -$24.7K 0.07% 113
2016
Q2 		$240K Hold
2,359
– – 0.09% 106
2016
Q1 		$231K Sell
2,359
-40
-2% -$3.67K 0.09% 100
2015
Q4 		$211K Sell
2,399
-183
-7% -$15.9K 0.08% 104
2015
Q3 		$205K Sell
2,582
-222
-8% -$18.3K 0.09% 103
2015
Q2 		$225K Buy
2,804
+50
+2% +$4.11K 0.06% 107
2015
Q1 		$207K Sell
2,754
-66
-2% -$5.36K 0.06% 110
2014
Q4 		$230K Sell
2,820
-200
-7% -$17.2K 0.07% 103
2014
Q3 		$252K Sell
3,020
-307
-9% -$26K 0.07% 96
2014
Q2 		$280K Sell
3,327
-200
-6% -$17.2K 0.08% 96
2014
Q1 		$289K Buy
3,527
+650
+23% +$52.5K 0.09% 93
2013
Q4 		$251K Sell
2,877
-200
-6% -$17.5K 0.08% 95
2013
Q3 		$266K Sell
3,077
-64
-2% -$5.6K 0.09% 90
2013
Q2 		$272K Buy
+3,141
New +$292K 0.11% 85

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

SPC Financial Inc's PM Position: Q3 2025 in Review

SPC Financial Inc increased its Philip Morris (PM) stake by 3.1% in Q3 2025, buying an estimated $22K and bringing the position to 4,304 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #147.

SPC Financial Inc first reported a position in PM in Q2 2013 and has held it in 41 quarters since. The position peaked at $760K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • SPC Financial Inc held 4,304 shares of Philip Morris worth $698K as of Q3 2025.
  • SPC Financial Inc bought 131 Philip Morris shares in Q3 2025, an estimated $22K.
  • Philip Morris made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #147 holding.
  • SPC Financial Inc first reported a position in Philip Morris in Q2 2013 and has held it in 41 quarters since.
  • SPC Financial Inc's Philip Morris position peaked at $760K in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.