Alta Capital Management’s Altria Group MO Stock Holding History

Alta Capital Management’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	$4.58M	Sell	63,608 -19,923	-24%	-$1.39M	0.34%	48
2026 Q1	$5.51M	Sell	83,531 -14	-0%	-$901	0.43%	44
2025 Q4	$4.82M	Buy	83,545 +16,539	+25%	+$999K	0.32%	47
2025 Q3	$4.43M	Buy	67,006 +3,556	+6%	+$225K	0.25%	55
2025 Q2	$3.72M	Buy	63,450 +2,401	+4%	+$141K	0.21%	54
2025 Q1	$3.66M	Buy	61,049 +3,833	+7%	+$209K	0.24%	53
2024 Q4	$2.99M	Buy	57,216 +3,855	+7%	+$205K	0.18%	56
2024 Q3	$2.72M	Buy	+53,361	New	+$2.7M	0.16%	55
2016 Q3	–	Sell	-3,122	Closed	-$215K	–	95
2016 Q2	$215K	Sell	3,122 -250	-7%	-$16K	0.01%	89
2016 Q1	$211K	Buy	+3,372	New	+$204K	0.01%	106
2015 Q3	–	Sell	-4,650	Closed	-$227K	–	125
2015 Q2	$227K	Buy	4,650 +67	+1%	+$3.4K	0.02%	110
2015 Q1	$229K	Buy	+4,583	New	+$243K	0.02%	76

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 Capital Management's MO Position: Q2 2026 in Review

Alta Capital Management reduced its Altria Group (MO) stake by 24% in Q2 2026, selling an estimated $1.39M and leaving 63,608 shares worth $4.58M. The position accounts for 0.34% of the portfolio, ranked #48.

Alta Capital Management first reported a position in MO in Q1 2015 and has held it in 12 quarters since. The position peaked at $5.51M in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Alta Capital Management held 63,608 shares of Altria Group worth $4.58M as of Q2 2026.
Alta Capital Management sold 19,923 Altria Group shares in Q2 2026, an estimated $1.39M.
Altria Group made up 0.34% of Alta Capital Management's portfolio in Q2 2026, its #48 holding.
Alta Capital Management first reported a position in Altria Group in Q1 2015 and has held it in 12 quarters since.
Alta Capital Management's Altria Group position peaked at $5.51M in Q1 2026.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Alta Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.