Alta Advisers’s Altria Group MO Stock Holding History

Alta Advisers’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	$444K	Sell	6,164 -300	-5%	-$20.9K	0.1%	99
2026 Q1	$427K	Hold	6,464	–	–	0.15%	99
2025 Q4	$373K	Sell	6,464 -1,800	-22%	-$109K	0.14%	110
2025 Q3	$546K	Hold	8,264	–	–	0.17%	99
2025 Q2	$485K	Hold	8,264	–	–	0.17%	107
2025 Q1	$496K	Buy	8,264 +2,600	+46%	+$142K	0.21%	97
2024 Q4	$296K	Buy	5,664 +664	+13%	+$35.4K	0.19%	103
2024 Q3	$255K	Hold	5,000	–	–	0.12%	113
2024 Q2	$228K	Hold	5,000	–	–	0.11%	111
2024 Q1	$218K	Hold	5,000	–	–	0.11%	117
2023 Q4	$202K	Hold	5,000	–	–	0.11%	114
2023 Q3	$210K	Hold	5,000	–	–	0.12%	102
2023 Q2	$227K	Hold	5,000	–	–	0.13%	94
2023 Q1	$223K	Hold	5,000	–	–	0.13%	92
2022 Q4	$229K	Hold	5,000	–	–	0.14%	90
2022 Q3	$202K	Buy	+5,000	New	+$218K	0.13%	88

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 $3.37T AUM 44.26% 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

Alta Advisers's MO Position: Q2 2026 in Review

Alta Advisers reduced its Altria Group (MO) stake by 4.6% in Q2 2026, selling an estimated $20.9K and leaving 6,164 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #99.

Alta Advisers first reported a position in MO in Q3 2022 and has held it in 16 quarters since. The position peaked at $546K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Alta Advisers held 6,164 shares of Altria Group worth $444K as of Q2 2026.
Alta Advisers sold 300 Altria Group shares in Q2 2026, an estimated $20.9K.
Altria Group made up 0.1% of Alta Advisers's portfolio in Q2 2026, its #99 holding.
Alta Advisers first reported a position in Altria Group in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Altria Group position peaked at $546K in Q3 2025.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.