AlTi Global’s Altria Group MO Stock Holding History

AlTi Global’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	$7.73M	Buy	106,550 +3,458	+3%	+$241K	0.16%	76
2026 Q1	$6.93M	Sell	103,092 -5,131	-5%	-$330K	0.15%	78
2025 Q4	$6.25M	Buy	108,223 +13,688	+14%	+$826K	0.13%	81
2025 Q3	$6.3M	Sell	94,535 -4,606	-5%	-$292K	0.15%	87
2025 Q2	$5.78M	Sell	99,141 -4,724	-5%	-$277K	0.14%	87
2025 Q1	$6.29M	Sell	103,865 -58,482	-36%	-$3.19M	0.16%	67
2024 Q4	$8.47M	Sell	162,347 -17,668	-10%	-$941K	0.2%	61
2024 Q3	$9.19M	Buy	180,015 +71,963	+67%	+$3.64M	0.22%	56
2024 Q2	$4.93M	Sell	108,052 -82,814	-43%	-$3.67M	0.13%	83
2024 Q1	$8.34M	Buy	190,866 +15,123	+9%	+$627K	0.23%	53
2023 Q4	$7.1M	Buy	+175,743	New	+$7.27M	0.22%	63

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AlTi Global's MO Position: Q2 2026 in Review

AlTi Global increased its Altria Group (MO) stake by 3.4% in Q2 2026, buying an estimated $241K and bringing the position to 106,550 shares worth $7.73M. The position accounts for 0.16% of the portfolio, ranked #76.

AlTi Global first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.19M in Q3 2024. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

AlTi Global held 106,550 shares of Altria Group worth $7.73M as of Q2 2026.
AlTi Global bought 3,458 Altria Group shares in Q2 2026, an estimated $241K.
Altria Group made up 0.16% of AlTi Global's portfolio in Q2 2026, its #76 holding.
AlTi Global first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Altria Group position peaked at $9.19M in Q3 2024.
1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.