Skip to main content

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Quantum Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
2,917
Value
$527.7K
% of portfolio
0.1%
Quarters held
7
Since Q3 2023
Holdings of PM by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,917$527.7K0.1%+69+2.4%AddedHolders
Q1 20262,848$470.9K0.1%+44+1.6%AddedHolders
Q4 20252,804$449.8K0.1%+1,474+110.8%AddedHolders
Q3 20251,330$215.7K<0.1%00.0%UnchangedHolders
Q2 20251,330$242.2K<0.1%+69+5.5%AddedHolders
Q1 20251,261$200.2K<0.1%+1,261NewHolders
Q4 20230$00.0%−2,647−100.0%Sold outHolders
Q3 20232,647$245.1K0.1%+2,647NewHolders