Pacific Sun Financial’s Altria Group MO Stock Holding History

Pacific Sun Financial’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+2,900	New	+$202K	0.09%	209
2025 Q4	–	Sell	-3,050	Closed	-$201K	–	206
2025 Q3	$201K	Buy	+3,050	New	+$193K	0.1%	191
2023 Q3	–	Sell	-4,495	Closed	-$201K	–	173
2023 Q2	$201K	Buy	+4,495	New	+$204K	0.13%	171
2022 Q4	$210K	Buy	+4,595	New	+$208K	0.15%	164
2018 Q1	–	Sell	-23,248	Closed	-$1.66M	–	169
2017 Q4	$1.66M	Buy	+23,248	New	+$1.56M	0.91%	43

Other funds holding MO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pacific Sun Financial's MO Position: Q2 2026 in Review

Pacific Sun Financial opened a new position in Altria Group (MO) in Q2 2026: 2,900 shares worth $212K. The stake represents 0.09% of the portfolio and ranks #209 among its holdings. This is a return to the name: Pacific Sun Financial previously reported a position in MO as recently as Q3 2025.

Pacific Sun Financial first reported a position in MO in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.66M in Q4 2017. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Pacific Sun Financial held 2,900 shares of Altria Group worth $212K as of Q2 2026.
Altria Group was a new Pacific Sun Financial position in Q2 2026.
Altria Group made up 0.09% of Pacific Sun Financial's portfolio in Q2 2026, its #209 holding.
Pacific Sun Financial first reported a position in Altria Group in Q4 2017 and has held it in 5 quarters since.
Pacific Sun Financial's Altria Group position peaked at $1.66M in Q4 2017.
2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.