Axiom Investment Management’s Altria Group MO Stock Holding History

Axiom Investment Management’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	$108K	Sell	1,499 -2,085	-58%	-$146K	0.07%	154
2026 Q1	$237K	Buy	+3,584	New	+$231K	0.18%	92
2022 Q4	–	Sell	-500	Closed	-$20K	–	284
2022 Q3	$20K	Buy	+500	New	+$21.8K	0.04%	226
2019 Q3	–	Sell	-14,072	Closed	-$665K	–	350
2019 Q2	$665K	Sell	14,072 -760	-5%	-$39.8K	0.12%	179
2019 Q1	$849K	Sell	14,832 -4,575	-24%	-$234K	0.16%	150
2018 Q4	$959K	Buy	+19,407	New	+$1.12M	0.2%	107

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axiom Investment Management's MO Position: Q2 2026 in Review

Axiom Investment Management reduced its Altria Group (MO) stake by 58% in Q2 2026, selling an estimated $146K and leaving 1,499 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #154.

Axiom Investment Management first reported a position in MO in Q4 2018 and has held it in 6 quarters since. The position peaked at $959K in Q4 2018. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Axiom Investment Management held 1,499 shares of Altria Group worth $108K as of Q2 2026.
Axiom Investment Management sold 2,085 Altria Group shares in Q2 2026, an estimated $146K.
Altria Group made up 0.07% of Axiom Investment Management's portfolio in Q2 2026, its #154 holding.
Axiom Investment Management first reported a position in Altria Group in Q4 2018 and has held it in 6 quarters since.
Axiom Investment Management's Altria Group position peaked at $959K in Q4 2018.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.