Coatue Management
PM icon

Coatue Management’s Philip Morris PM Stock Holding History

Coatue Management’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 		– Sell
-1,298,405
Closed -$236M – 78
2025
Q2 		$236M Sell
1,298,405
-257,495
-17% -$44.2M 0.66% 32
2025
Q1 		$247M Buy
+1,555,900
New +$220M 1.09% 30
2020
Q1 		– Sell
-10,002
Closed -$851K – 335
2019
Q4 		$851K Buy
+10,002
New +$824K 0.01% 141

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

Coatue Management's PM Position: Q3 2025 in Review

Coatue Management sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,298,405 shares — an estimated $236M sold.

Coatue Management first reported a position in PM in Q4 2019 and held it in 3 quarters. The position peaked at $247M in Q1 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Coatue Management reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Coatue Management sold 1,298,405 Philip Morris shares in Q3 2025, an estimated $236M.
  • Coatue Management first reported a position in Philip Morris in Q4 2019 and held it in 3 quarters.
  • Coatue Management's Philip Morris position peaked at $247M in Q1 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Coatue Management's 13F filing for Q3 2025, filed 14 Nov 2025.