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Atlas Capital Advisors’s Altria Group MO Stock Holding History

Atlas 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 		$775K Buy
10,770
+1,098
+11% +$76.6K 0.08% 203
2026
Q1 		$638K Sell
9,672
-4,281
-31% -$275K 0.07% 217
2025
Q4 		$805K Buy
+13,953
New +$842K 0.09% 188
2025
Q2 		$929K Sell
15,847
-5,296
-25% -$311K 0.11% 159
2025
Q1 		$1.27M Sell
21,143
-882
-4% -$48.2K 0.16% 114
2024
Q4 		$1.15M Sell
22,025
-2,532
-10% -$135K 0.15% 120
2024
Q3 		$1.25M Buy
24,557
+1,207
+5% +$61K 0.19% 104
2024
Q2 		$1.06M Buy
23,350
+22,930
+5,460% +$1.02M 0.14% 117
2024
Q1 		$18.3K Sell
420
-2,228
-84% -$92.4K ﹤0.01% 674
2023
Q4 		$107K Sell
2,648
-2,165
-45% -$89.5K 0.02% 491
2023
Q3 		$202K Sell
4,813
-850
-15% -$37.6K 0.03% 351
2023
Q2 		$257K Buy
5,663
+5,322
+1,561% +$241K 0.04% 316
2023
Q1 		$15.2K Buy
341
+97
+40% +$4.46K ﹤0.01% 710
2022
Q4 		$11.2K Hold
244
– – ﹤0.01% 719
2022
Q3 		$9.85K Sell
244
-946
-79% -$41.3K ﹤0.01% 720
2022
Q2 		$49.7K Buy
1,190
+793
+200% +$41.1K 0.01% 559
2022
Q1 		$20.7K Buy
397
+201
+103% +$10.2K ﹤0.01% 635
2021
Q4 		$9.29K Hold
196
– – ﹤0.01% 724
2021
Q3 		$8.92K Hold
196
– – ﹤0.01% 740
2021
Q2 		$9.35K Buy
196
+96
+96% +$4.72K ﹤0.01% 751
2021
Q1 		$5.12K Buy
+100
New +$4.48K ﹤0.01% 751
2020
Q2 		– Sell
-166
Closed -$6.42K – 715
2020
Q1 		$6.42K Sell
166
-837
-83% -$37.1K ﹤0.01% 603
2019
Q4 		$50.1K Sell
1,003
-3,960
-80% -$187K 0.01% 469
2019
Q3 		$203K Sell
4,963
-10,032
-67% -$461K 0.06% 312
2019
Q2 		$710K Buy
14,995
+10,995
+275% +$576K 0.23% 119
2019
Q1 		$230K Buy
4,000
+865
+28% +$44.2K 0.08% 244
2018
Q4 		$155K Buy
3,135
+1,520
+94% +$88.1K 0.06% 287
2018
Q3 		$98.3K Hold
1,615
– – 0.03% 361
2018
Q2 		$92.6K Buy
1,615
+37
+2% +$2.13K 0.03% 347
2018
Q1 		$98.4K Buy
+1,578
New +$105K 0.03% 348

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

Atlas Capital Advisors's MO Position: Q2 2026 in Review

Atlas Capital Advisors increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $76.6K and bringing the position to 10,770 shares worth $775K. The position accounts for 0.08% of the portfolio, ranked #203.

Atlas Capital Advisors first reported a position in MO in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.27M in Q1 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Atlas Capital Advisors held 10,770 shares of Altria Group worth $775K as of Q2 2026.
  • Atlas Capital Advisors bought 1,098 Altria Group shares in Q2 2026, an estimated $76.6K.
  • Altria Group made up 0.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #203 holding.
  • Atlas Capital Advisors first reported a position in Altria Group in Q1 2018 and has held it in 30 quarters since.
  • Atlas Capital Advisors's Altria Group position peaked at $1.27M in Q1 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.