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Altshuler Shaham’s Altria Group MO Stock Holding History

Altshuler Shaham’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 		$4.32K Sell
60
-3
-5% -$209 ﹤0.01% 406
2026
Q1 		$4.16K Sell
63
-7
-10% -$450 ﹤0.01% 307
2025
Q4 		$4.04K Buy
70
+7
+11% +$423 ﹤0.01% 323
2025
Q3 		$4.16K Sell
63
-7
-10% -$443 ﹤0.01% 291
2025
Q2 		$4.1K Buy
70
+2
+3% +$117 ﹤0.01% 274
2025
Q1 		$4.08K Sell
68
-6
-8% -$328 ﹤0.01% 216
2024
Q4 		$3.87K Buy
74
+5
+7% +$266 ﹤0.01% 300
2024
Q3 		$3.52K Sell
69
-374
-84% -$18.9K ﹤0.01% 288
2024
Q2 		$20.2K Sell
443
-230
-34% -$10.2K ﹤0.01% 185
2024
Q1 		$29.4K Buy
673
+57
+9% +$2.36K ﹤0.01% 140
2023
Q4 		$24.8K Sell
616
-7
-1% -$289 ﹤0.01% 181
2023
Q3 		$26.2K Buy
+623
New +$27.5K ﹤0.01% 191
2022
Q3 		– Sell
-2,845
Closed -$119K – 514
2022
Q2 		$119K Buy
2,845
+2,738
+2,559% +$142K ﹤0.01% 171
2022
Q1 		$6K Buy
+107
New +$5.45K ﹤0.01% 498
2021
Q2 		– Sell
-1,626
Closed -$84K – 687
2021
Q1 		$84K Sell
1,626
-696
-30% -$31.2K ﹤0.01% 229
2020
Q4 		$97K Buy
+2,322
New +$93.2K ﹤0.01% 217

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

Altshuler Shaham's MO Position: Q2 2026 in Review

Altshuler Shaham reduced its Altria Group (MO) stake by 4.8% in Q2 2026, selling an estimated $209 and leaving 60 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Altshuler Shaham first reported a position in MO in Q4 2020 and has held it in 16 quarters since. The position peaked at $119K in Q2 2022. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Altshuler Shaham held 60 shares of Altria Group worth $4.32K as of Q2 2026.
  • Altshuler Shaham sold 3 Altria Group shares in Q2 2026, an estimated $209.
  • Altria Group made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #406 holding.
  • Altshuler Shaham first reported a position in Altria Group in Q4 2020 and has held it in 16 quarters since.
  • Altshuler Shaham's Altria Group position peaked at $119K in Q2 2022.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.