Azimuth Capital Investment Management’s Altria Group MO Stock Holding History

Azimuth Capital 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	$770K	Sell	10,700 -100	-0.9%	-$6.98K	0.03%	226
2026 Q1	$713K	Buy	10,800 +650	+6%	+$41.8K	0.03%	220
2025 Q4	$585K	Buy	10,150 +50	+0.5%	+$3.02K	0.02%	233
2025 Q3	$667K	Hold	10,100	–	–	0.02%	224
2025 Q2	$592K	Sell	10,100 -150	-1%	-$8.81K	0.02%	233
2025 Q1	$615K	Buy	10,250 +1,000	+11%	+$54.6K	0.02%	231
2024 Q4	$484K	Buy	9,250 +1,000	+12%	+$53.3K	0.02%	247
2024 Q3	$421K	Buy	8,250 +325	+4%	+$16.4K	0.02%	256
2024 Q2	$361K	Sell	7,925 -25	-0.3%	-$1.11K	0.01%	259
2024 Q1	$347K	Hold	7,950	–	–	0.01%	261
2023 Q4	$321K	Hold	7,950	–	–	0.01%	261
2023 Q3	$334K	Sell	7,950 -150	-2%	-$6.63K	0.02%	260
2023 Q2	$367K	Hold	8,100	–	–	0.02%	257
2023 Q1	$361K	Hold	8,100	–	–	0.02%	261
2022 Q4	$370K	Hold	8,100	–	–	0.02%	265
2022 Q3	$327K	Sell	8,100 -400	-5%	-$17.4K	0.02%	266
2022 Q2	$355K	Buy	+8,500	New	+$440K	0.02%	270

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

Azimuth Capital Investment Management's MO Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Altria Group (MO) stake by 0.93% in Q2 2026, selling an estimated $6.98K and leaving 10,700 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #226.

Azimuth Capital Investment Management first reported a position in MO in Q2 2022 and has held it in 17 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Azimuth Capital Investment Management held 10,700 shares of Altria Group worth $770K as of Q2 2026.
Azimuth Capital Investment Management sold 100 Altria Group shares in Q2 2026, an estimated $6.98K.
Altria Group made up 0.03% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #226 holding.
Azimuth Capital Investment Management first reported a position in Altria Group in Q2 2022 and has held it in 17 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.