Almanack Investment Partners’s Altria Group MO Stock Holding History

Almanack 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	$357K	Buy	+4,960	New	+$346K	0.05%	207
2024 Q3	–	Sell	-6,094	Closed	-$278K	–	186
2024 Q2	$278K	Sell	6,094 -561	-8%	-$24.9K	0.05%	147
2024 Q1	$290K	Buy	6,655 +341	+5%	+$14.1K	0.05%	146
2023 Q4	$255K	Hold	6,314	–	–	0.05%	139
2023 Q3	$266K	Buy	+6,314	New	+$279K	0.05%	128
2022 Q4	–	Sell	-1,436	Closed	-$58K	–	787
2022 Q3	$58K	Buy	+1,436	New	+$62.6K	0.01%	240
2021 Q2	–	Sell	-5,798	Closed	-$302K	–	470
2021 Q1	$302K	Buy	+5,798	New	+$260K	0.03%	312
2019 Q3	–	Sell	-2,390	Closed	-$115K	–	279
2019 Q2	$115K	Buy	+2,390	New	+$125K	0.03%	249

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 $3.38T AUM 44.17% 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

Almanack Investment Partners's MO Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Altria Group (MO) in Q2 2026: 4,960 shares worth $357K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in MO as recently as Q2 2024.

Almanack Investment Partners first reported a position in MO in Q2 2019 and has held it in 8 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Almanack Investment Partners held 4,960 shares of Altria Group worth $357K as of Q2 2026.
Altria Group was a new Almanack Investment Partners position in Q2 2026.
Altria Group made up 0.05% of Almanack Investment Partners's portfolio in Q2 2026, its #207 holding.
Almanack Investment Partners first reported a position in Altria Group in Q2 2019 and has held it in 8 quarters since.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.