IC
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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

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