IWA
PM icon

Icon Wealth Advisors’s Philip Morris PM Stock Holding History

Icon Wealth Advisors’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 		$3.85M Buy
23,648
+2,389
+11% +$415K 0.25% 66
2025
Q4 		$3.34M Buy
21,259
+555
+3% +$86K 0.22% 70
2025
Q3 		$3.36M Buy
20,704
+2,338
+13% +$393K 0.23% 70
2025
Q2 		$3.34M Buy
18,366
+7,216
+65% +$1.24M 0.24% 74
2025
Q1 		$1.77M Sell
11,150
-1,116
-9% -$158K 0.15% 113
2024
Q4 		$1.48M Sell
12,266
-876
-7% -$111K 0.12% 124
2024
Q3 		$1.6M Sell
13,142
-134
-1% -$15.6K 0.13% 110
2024
Q2 		$1.53M Buy
13,276
+1,588
+14% +$155K 0.14% 112
2024
Q1 		$1.07M Sell
11,688
-353
-3% -$32.6K 0.1% 139
2023
Q4 		$1.13M Buy
+12,041
New +$1.11M 0.12% 117
2022
Q4 		$1.59M Sell
15,696
-492
-3% -$46.4K 0.18% 113
2022
Q3 		$1.34M Buy
+16,188
New +$1.54M 0.16% 110

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

Icon Wealth Advisors's PM Position: Q1 2026 in Review

Icon Wealth Advisors increased its Philip Morris (PM) stake by 11% in Q1 2026, buying an estimated $415K and bringing the position to 23,648 shares worth $3.85M. The position accounts for 0.25% of the portfolio, ranked #66.

Icon Wealth Advisors first reported a position in PM in Q3 2022 and has held it in 12 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Icon Wealth Advisors held 23,648 shares of Philip Morris worth $3.85M as of Q1 2026.
  • Icon Wealth Advisors bought 2,389 Philip Morris shares in Q1 2026, an estimated $415K.
  • Philip Morris made up 0.25% of Icon Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Icon Wealth Advisors first reported a position in Philip Morris in Q3 2022 and has held it in 12 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.