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3Chopt Investment Partners’s Altria Group MO Stock Holding History

3Chopt Investment Partners’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 		$5.23M Sell
71,650
-1,660
-2% -$116K 0.98% 22
2026
Q1 		$4.92M Sell
73,310
-237
-0.3% -$15.2K 1.12% 18
2025
Q4 		$4.32M Buy
73,547
+731
+1% +$44.1K 0.97% 20
2025
Q3 		$4.89M Buy
72,816
+1,175
+2% +$74.4K 1.11% 16
2025
Q2 		$4.27M Buy
71,641
+1,501
+2% +$88.2K 1.03% 19
2025
Q1 		$4.28M Buy
70,140
+6,361
+10% +$347K 1.12% 17
2024
Q4 		$3.4M Sell
63,779
-244
-0.4% -$13K 1.17% 25
2024
Q3 		$3.33M Sell
64,023
-2,348
-4% -$119K 1.19% 24
2024
Q2 		$3.09M Buy
66,371
+772
+1% +$34.3K 0.94% 23
2024
Q1 		$2.93M Buy
65,599
+8,757
+15% +$363K 1.2% 22
2023
Q4 		$2.35M Buy
56,842
+1,475
+3% +$61K 0.86% 31
2023
Q3 		$2.38M Buy
55,367
+4,178
+8% +$185K 1.41% 21
2023
Q2 		$2.36M Buy
51,189
+23,528
+85% +$1.07M 1.18% 22
2023
Q1 		$1.26M Buy
27,661
+7,332
+36% +$337K 0.67% 50
2022
Q4 		$947K Buy
+20,329
New +$921K 0.52% 55

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

3Chopt Investment Partners's MO Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Altria Group (MO) stake by 2.3% in Q2 2026, selling an estimated $116K and leaving 71,650 shares worth $5.23M. The position accounts for 0.98% of the portfolio, ranked #22.

3Chopt Investment Partners first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • 3Chopt Investment Partners held 71,650 shares of Altria Group worth $5.23M as of Q2 2026.
  • 3Chopt Investment Partners sold 1,660 Altria Group shares in Q2 2026, an estimated $116K.
  • Altria Group made up 0.98% of 3Chopt Investment Partners's portfolio in Q2 2026, its #22 holding.
  • 3Chopt Investment Partners first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.