Semmax Financial Advisors Inc. GSK GLAXOSMITHKLINE PLC

Ownership history in Semmax Financial Advisors Inc.  ·  16 quarters on record

AI Ownership Summary

Semmax Financial Advisors Inc. reported GLAXOSMITHKLINE PLC (GSK) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 1.3% in 2024 Q1. The latest visible filing shows GSK at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Semmax Financial Advisors Inc.'s position in GLAXOSMITHKLINE PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

GSK was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Semmax Financial Advisors Inc. held GSK — position size vs. price
% of Fund (quarterly)    GSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 106,534 +2,131 +2.0% 1.04% $4.0M 2025-08-14 (Est.) $37.81
2025 Q1 ADDED 104,403 +14,235 +15.8% 1.03% $3.8M 2025-05-16 $36.28
2024 Q3 ADDED 90,168 +2,083 +2.4% 0.88% $3.2M 2024-11-14 $32.05
2024 Q2 ADDED 88,085 +502 +0.6% 1.09% $3.6M 2024-08-14 $38.05
2024 Q1 REDUCED 7.7% -9.7% 87,583 -7,296 -7.7% 1.30% $4.0M 2024-05-16 $41.43
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Semmax Financial Advisors Inc. and GSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Semmax Financial Advisors Inc. reported owning GSK?

Semmax Financial Advisors Inc. reported GSK across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported GSK position in Semmax Financial Advisors Inc.'s portfolio?

The largest reported portfolio weight for GSK was 1.30% in 2024 Q1.

What is the latest reported GSK position on this page?

The most recent filing on this page is 2025 Q2, when Semmax Financial Advisors Inc. reported 106,534 shares, equal to 1.04% of portfolio, with an estimated market value of $4.0M.

What does the chart on this GSK ownership page compare?

The chart compares Semmax Financial Advisors Inc.'s quarterly GSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Semmax Financial Advisors Inc. time their GSK position?

Based on 13F filing dates vs. subsequent GSK price moves, Semmax Financial Advisors Inc. correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on GSK relative to SPY over the holding period was -13.5%.

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