Iconiq Capital’s Philip Morris PM Stock Holding History

Iconiq Capital’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	-8,111	Closed	-$1.48M	–	315
2025 Q2	$1.48M	Buy	8,111 +620	+8%	+$106K	0.02%	74
2025 Q1	$1.19M	Buy	7,491 +1,752	+31%	+$248K	0.02%	82
2024 Q4	$691K	Buy	5,739 +1,835	+47%	+$231K	0.01%	111
2024 Q3	$474K	Buy	+3,904	New	+$454K	0.01%	93
2019 Q1	–	Sell	-9,436	Closed	-$641K	–	50
2018 Q4	$641K	Hold	9,436	–	–	0.09%	35
2018 Q3	$780K	Sell	9,436 -27	-0.3%	-$2.22K	0.08%	39
2018 Q2	$775K	Sell	9,463 -138	-1%	-$11.7K	0.1%	39
2018 Q1	$974K	Buy	9,601 +96	+1%	+$10K	0.11%	38
2017 Q4	$1.01M	Buy	+9,505	New	+$1.01M	0.1%	37

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Iconiq Capital's PM Position: Q3 2025 in Review

Iconiq Capital sold out of Philip Morris (PM) in Q3 2025, closing a stake of 8,111 shares — an estimated $1.48M sold.

Iconiq Capital first reported a position in PM in Q4 2017 and held it in 9 quarters. The position peaked at $1.48M in Q2 2025. 2,736 funds tracked by Wall St. Rank hold PM as of Q3 2025.

Iconiq Capital reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 8,111 Philip Morris shares in Q3 2025, an estimated $1.48M.
Iconiq Capital first reported a position in Philip Morris in Q4 2017 and held it in 9 quarters.
Iconiq Capital's Philip Morris position peaked at $1.48M in Q2 2025.
2,736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.