AI
MO icon

AXS Investments’s Altria Group MO Stock Holding History

AXS Investments’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 		$79.6K Sell
1,107
-61
-5% -$4.26K 0.02% 144
2026
Q1 		$77.1K Sell
1,168
-547
-32% -$35.2K 0.03% 140
2025
Q4 		$98.9K Sell
1,715
-294
-15% -$17.8K 0.03% 146
2025
Q3 		$133K Buy
+2,009
New +$127K 0.04% 142
2024
Q2 		– Sell
-5,185
Closed -$226K – 274
2024
Q1 		$226K Buy
5,185
+268
+5% +$11.1K 0.05% 266
2023
Q4 		$198K Sell
4,917
-37
-0.7% -$1.53K 0.05% 288
2023
Q3 		$208K Sell
4,954
-1,067
-18% -$47.1K 0.05% 260
2023
Q2 		$273K Buy
6,021
+1,146
+24% +$51.9K 0.07% 247
2023
Q1 		$218K Sell
4,875
-328
-6% -$15.1K 0.07% 207
2022
Q4 		$238K Sell
5,203
-680
-12% -$30.8K 0.09% 188
2022
Q3 		$238K Sell
5,883
-927
-14% -$40.4K 0.09% 192
2022
Q2 		$284K Sell
6,810
-1,174
-15% -$60.8K 0.1% 189
2022
Q1 		$417K Sell
7,984
-10,953
-58% -$558K 0.17% 94
2021
Q4 		$897K Buy
+18,937
New +$868K 0.21% 83
2021
Q3 		– Sell
-13,044
Closed -$622K – 173
2021
Q2 		$622K Buy
13,044
+2,351
+22% +$116K 0.19% 102
2021
Q1 		$547K Buy
+10,693
New +$479K 0.19% 100

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

AXS Investments's MO Position: Q2 2026 in Review

AXS Investments reduced its Altria Group (MO) stake by 5.2% in Q2 2026, selling an estimated $4.26K and leaving 1,107 shares worth $79.6K. The position accounts for 0.02% of the portfolio, ranked #144.

AXS Investments first reported a position in MO in Q1 2021 and has held it in 16 quarters since. The position peaked at $897K in Q4 2021. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • AXS Investments held 1,107 shares of Altria Group worth $79.6K as of Q2 2026.
  • AXS Investments sold 61 Altria Group shares in Q2 2026, an estimated $4.26K.
  • Altria Group made up 0.02% of AXS Investments's portfolio in Q2 2026, its #144 holding.
  • AXS Investments first reported a position in Altria Group in Q1 2021 and has held it in 16 quarters since.
  • AXS Investments's Altria Group position peaked at $897K in Q4 2021.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.