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Atwater Malick’s Altria Group MO Stock Holding History

Atwater Malick’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 		$253K Buy
+3,523
New +$246K 0.06% 108
2019
Q4 		– Sell
-1,298
Closed -$53K – 138
2019
Q3 		$53K Buy
+1,298
New +$59.7K 0.04% 73

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Atwater Malick's MO Position: Q2 2026 in Review

Atwater Malick opened a new position in Altria Group (MO) in Q2 2026: 3,523 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Atwater Malick previously reported a position in MO as recently as Q3 2019.

Atwater Malick first reported a position in MO in Q3 2019 and has held it in 2 quarters since. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Atwater Malick held 3,523 shares of Altria Group worth $253K as of Q2 2026.
  • Altria Group was a new Atwater Malick position in Q2 2026.
  • Altria Group made up 0.06% of Atwater Malick's portfolio in Q2 2026, its #108 holding.
  • Atwater Malick first reported a position in Altria Group in Q3 2019 and has held it in 2 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.