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Aspire Private Capital’s Altria Group MO Stock Holding History

Aspire Private Capital’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 		$260K Sell
3,616
-231
-6% -$16.1K 0.05% 160
2026
Q1 		$254K Buy
+3,847
New +$248K 0.06% 154
2025
Q4 		– Sell
-3,287
Closed -$217K – 178
2025
Q3 		$217K Buy
+3,287
New +$208K 0.05% 170
2024
Q4 		– Sell
-3,212
Closed -$164K – 459
2024
Q3 		$164K Buy
3,212
+23
+0.7% +$1.16K 0.04% 171
2024
Q2 		$145K Buy
3,189
+24
+0.8% +$1.06K 0.04% 174
2024
Q1 		$138K Buy
3,165
+25
+0.8% +$1.04K 0.04% 174
2023
Q4 		$127K Buy
3,140
+24
+0.8% +$993 0.04% 164
2023
Q3 		$131K Buy
3,116
+20
+0.6% +$884 0.04% 154
2023
Q2 		$140K Buy
3,096
+20
+0.7% +$906 0.04% 142
2023
Q1 		$137K Buy
3,076
+34
+1% +$1.56K 0.05% 145
2022
Q4 		$139K Buy
3,042
+2
+0.1% +$91 0.05% 141
2022
Q3 		$123K Sell
3,040
-23
-0.8% -$1K 0.05% 145
2022
Q2 		$128K Buy
3,063
+58
+2% +$3K 0.05% 143
2022
Q1 		$157K Buy
3,005
+17
+0.6% +$866 0.05% 145
2021
Q4 		$142K Buy
2,988
+35
+1% +$1.6K 0.04% 151
2021
Q3 		$134K Buy
2,953
+16
+0.5% +$773 0.04% 151
2021
Q2 		$140K Buy
2,937
+700
+31% +$34.4K 0.04% 158
2021
Q1 		$114K Sell
2,237
-707
-24% -$31.7K 0.04% 175
2020
Q4 		$121K Sell
2,944
-300
-9% -$12K 0.05% 162
2020
Q3 		$125K Buy
3,244
+3,031
+1,423% +$126K 0.05% 148
2020
Q2 		$8K Sell
213
-3,557
-94% -$139K ﹤0.01% 218
2020
Q1 		$146K Sell
3,770
-4,143
-52% -$184K 0.08% 95
2019
Q4 		$395K Sell
7,913
-168
-2% -$7.92K 0.17% 80
2019
Q3 		$331K Sell
8,081
-4,134
-34% -$190K 0.16% 79
2019
Q2 		$578K Sell
12,215
-391
-3% -$20.5K 0.28% 73
2019
Q1 		$724K Sell
12,606
-6,080
-33% -$311K 0.36% 60
2018
Q4 		$923K Buy
+18,686
New +$1.08M 0.53% 41

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

Aspire Private Capital's MO Position: Q2 2026 in Review

Aspire Private Capital reduced its Altria Group (MO) stake by 6% in Q2 2026, selling an estimated $16.1K and leaving 3,616 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #160.

Aspire Private Capital first reported a position in MO in Q4 2018 and has held it in 27 quarters since. The position peaked at $923K in Q4 2018. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aspire Private Capital held 3,616 shares of Altria Group worth $260K as of Q2 2026.
  • Aspire Private Capital sold 231 Altria Group shares in Q2 2026, an estimated $16.1K.
  • Altria Group made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #160 holding.
  • Aspire Private Capital first reported a position in Altria Group in Q4 2018 and has held it in 27 quarters since.
  • Aspire Private Capital's Altria Group position peaked at $923K in Q4 2018.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.