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Sunbeam Capital Management’s Philip Morris PM Stock Holding History

Sunbeam Capital Management’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
Q3 		$350K Sell
1,837
-253
-12% -$47.8K 0.16% 82
2026
Q2 		$378K Buy
2,090
+200
+11% +$34.7K 0.17% 87
2026
Q1 		$313K Buy
1,890
+11
+0.6% +$1.91K 0.18% 81
2025
Q4 		$301K Buy
1,879
+52
+3% +$8.06K 0.18% 80
2025
Q3 		$296K Sell
1,827
-7
-0.4% -$1.18K 0.18% 77
2025
Q2 		$336K Buy
1,834
+53
+3% +$9.1K 0.25% 61
2025
Q1 		$285K Buy
1,781
+32
+2% +$4.53K 0.27% 62
2024
Q4 		$210K Buy
+1,749
New +$221K 0.2% 81

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sunbeam Capital Management's PM Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Philip Morris (PM) stake by 12% in Q3 2026, selling an estimated $47.8K and leaving 1,837 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #82.

Sunbeam Capital Management first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $378K in Q2 2026. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Sunbeam Capital Management held 1,837 shares of Philip Morris worth $350K as of Q3 2026.
  • Sunbeam Capital Management sold 253 Philip Morris shares in Q3 2026, an estimated $47.8K.
  • Philip Morris made up 0.16% of Sunbeam Capital Management's portfolio in Q3 2026, its #82 holding.
  • Sunbeam Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • Sunbeam Capital Management's Philip Morris position peaked at $378K in Q2 2026.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.