Americana Partners’s Altria Group MO Stock Holding History

Americana 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	$557K	Buy	7,747 +2,614	+51%	+$182K	0.01%	385
2026 Q1	$339K	Sell	5,133 -239	-4%	-$15.4K	0.01%	405
2025 Q4	$310K	Buy	5,372 +1,110	+26%	+$67K	0.01%	399
2025 Q3	$282K	Buy	+4,262	New	+$270K	0.01%	397
2024 Q2	–	Sell	-5,434	Closed	-$237K	–	362
2024 Q1	$237K	Buy	+5,434	New	+$225K	0.02%	320
2022 Q2	–	Sell	-3,856	Closed	-$253K	–	264
2022 Q1	$253K	Sell	3,856 -2,390	-38%	-$122K	0.08%	194
2021 Q4	$295K	Sell	6,246 -21,214	-77%	-$972K	0.05%	211
2021 Q3	$1.25M	Buy	+27,460	New	+$1.33M	0.3%	80
2020 Q1	–	Sell	-2,145	Closed	-$108K	–	352
2019 Q4	$108K	Buy	+2,145	New	+$101K	0.06%	142

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

Americana Partners's MO Position: Q2 2026 in Review

Americana Partners increased its Altria Group (MO) stake by 51% in Q2 2026, buying an estimated $182K and bringing the position to 7,747 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #385.

Americana Partners first reported a position in MO in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2021. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Americana Partners held 7,747 shares of Altria Group worth $557K as of Q2 2026.
Americana Partners bought 2,614 Altria Group shares in Q2 2026, an estimated $182K.
Altria Group made up 0.01% of Americana Partners's portfolio in Q2 2026, its #385 holding.
Americana Partners first reported a position in Altria Group in Q4 2019 and has held it in 9 quarters since.
Americana Partners's Altria Group position peaked at $1.25M in Q3 2021.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.