Biltmore Family Office’s Altria Group MO Stock Holding History

Biltmore Family Office’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	$295K	Buy	4,039 +78	+2%	+$5.44K	0.04%	211
2026 Q1	$266K	Sell	3,961 -126	-3%	-$8.11K	0.04%	214
2025 Q4	$240K	Buy	+4,087	New	+$247K	0.03%	209
2020 Q1	–	Sell	-5,138	Closed	-$261K	–	212
2019 Q4	$261K	Buy	+5,138	New	+$242K	0.1%	147
2019 Q3	–	Sell	-4,193	Closed	-$202K	–	180
2019 Q2	$202K	Hold	4,193	–	–	0.11%	132
2019 Q1	$244K	Hold	4,193	–	–	0.12%	133
2018 Q4	$210K	Hold	4,193	–	–	0.12%	135
2018 Q3	$256K	Hold	4,193	–	–	0.12%	132
2018 Q2	$241K	Sell	4,193 -49,500	-92%	-$2.85M	0.12%	129
2018 Q1	$3.38M	Hold	53,693	–	–	1.5%	16
2017 Q4	$3.87M	Buy	+53,693	New	+$3.6M	1.75%	14

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

Biltmore Family Office's MO Position: Q2 2026 in Review

Biltmore Family Office increased its Altria Group (MO) stake by 2% in Q2 2026, buying an estimated $5.44K and bringing the position to 4,039 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #211.

Biltmore Family Office first reported a position in MO in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.87M in Q4 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Biltmore Family Office held 4,039 shares of Altria Group worth $295K as of Q2 2026.
Biltmore Family Office bought 78 Altria Group shares in Q2 2026, an estimated $5.44K.
Altria Group made up 0.04% of Biltmore Family Office's portfolio in Q2 2026, its #211 holding.
Biltmore Family Office first reported a position in Altria Group in Q4 2017 and has held it in 11 quarters since.
Biltmore Family Office's Altria Group position peaked at $3.87M in Q4 2017.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.