SCM
PM icon

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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Sunbeam Capital Management increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $34.7K and bringing the position to 2,090 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #87.

Sunbeam Capital Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sunbeam Capital Management held 2,090 shares of Philip Morris worth $378K as of Q2 2026.
  • Sunbeam Capital Management bought 200 Philip Morris shares in Q2 2026, an estimated $34.7K.
  • Philip Morris made up 0.17% of Sunbeam Capital Management's portfolio in Q2 2026, its #87 holding.
  • Sunbeam Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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