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Annis Gardner Whiting Capital Advisors’s Altria Group MO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$371K Buy
5,117
+278
+6% +$19.4K 0.06% 252
2026
Q1 		$324K Buy
4,839
+515
+12% +$33.1K 0.05% 243
2025
Q4 		$252K Sell
4,324
-312
-7% -$18.8K 0.05% 263
2025
Q3 		$309K Buy
4,636
+1,568
+51% +$99.3K 0.06% 228
2025
Q2 		$183K Buy
3,068
+127
+4% +$7.46K 0.06% 219
2025
Q1 		$179K Buy
2,941
+29
+1% +$1.58K 0.08% 198
2024
Q4 		$155K Buy
2,912
+126
+5% +$6.71K 0.04% 226
2024
Q3 		$145K Sell
2,786
-18
-0.6% -$910 0.04% 240
2024
Q2 		$130K Buy
2,804
+829
+42% +$36.8K 0.04% 261
2024
Q1 		$87.9K Buy
1,975
+1,587
+409% +$65.8K 0.03% 297
2023
Q4 		$16K Sell
388
-326
-46% -$13.5K 0.01% 430
2023
Q3 		$30.7K Buy
+714
New +$31.5K 0.02% 345

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

Annis Gardner Whiting Capital Advisors's MO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Altria Group (MO) stake by 5.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 5,117 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #252.

Annis Gardner Whiting Capital Advisors first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 5,117 shares of Altria Group worth $371K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 278 Altria Group shares in Q2 2026, an estimated $19.4K.
  • Altria Group made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #252 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.