AP
MO icon

Aspect Partners’s Altria Group MO Stock Holding History

Aspect 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 		$10K Hold
139
– – ﹤0.01% 282
2026
Q1 		$9.17K Hold
139
– – ﹤0.01% 278
2025
Q4 		$8.02K Hold
139
– – ﹤0.01% 308
2025
Q3 		$9.18K Hold
139
– – ﹤0.01% 316
2025
Q2 		$8.15K Hold
139
– – ﹤0.01% 319
2025
Q1 		$8.34K Hold
139
– – ﹤0.01% 281
2024
Q4 		$7.27K Hold
139
– – ﹤0.01% 322
2024
Q3 		$7.09K Buy
139
+25
+22% +$1.26K ﹤0.01% 308
2024
Q2 		$5.19K Buy
114
+47
+70% +$2.08K ﹤0.01% 347
2024
Q1 		$2.92K Buy
67
+10
+18% +$415 ﹤0.01% 413
2023
Q4 		$2.3K Buy
+57
New +$2.36K ﹤0.01% 426

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Aspect Partners's MO Position: Q2 2026 in Review

Aspect Partners held its Altria Group (MO) position steady in Q2 2026 at 139 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Aspect Partners first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aspect Partners held 139 shares of Altria Group worth $10K as of Q2 2026.
  • Aspect Partners left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #282 holding.
  • Aspect Partners first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.