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Sunbeam Capital Management’s Altria Group MO Stock Holding History

Sunbeam Capital Management’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 		$203K Buy
+2,823
New +$197K 0.09% 121
2025
Q4 		– Sell
-3,511
Closed -$236K – 107
2025
Q3 		$236K Buy
3,511
+27
+0.8% +$1.71K 0.15% 91
2025
Q2 		$208K Buy
3,484
+7
+0.2% +$411 0.16% 88
2025
Q1 		$209K Buy
+3,477
New +$190K 0.2% 77

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sunbeam Capital Management's MO Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in Altria Group (MO) in Q2 2026: 2,823 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings. This is a return to the name: Sunbeam Capital Management previously reported a position in MO as recently as Q3 2025.

Sunbeam Capital Management first reported a position in MO in Q1 2025 and has held it in 4 quarters since. The position peaked at $236K in Q3 2025. 1,225 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sunbeam Capital Management held 2,823 shares of Altria Group worth $203K as of Q2 2026.
  • Altria Group was a new Sunbeam Capital Management position in Q2 2026.
  • Altria Group made up 0.09% of Sunbeam Capital Management's portfolio in Q2 2026, its #121 holding.
  • Sunbeam Capital Management first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • Sunbeam Capital Management's Altria Group position peaked at $236K in Q3 2025.
  • 1,225 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.