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Blalock Williams’s Altria Group MO Stock Holding History

Blalock Williams’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 		$472K Buy
6,554
+6
+0.1% +$419 0.31% 77
2026
Q1 		$432K Sell
6,548
-1,014
-13% -$65.2K 0.33% 73
2025
Q4 		$436K Sell
7,562
-318
-4% -$19.2K 0.35% 65
2025
Q3 		$521K Buy
7,880
+275
+4% +$17.4K 0.46% 57
2025
Q2 		$446K Buy
7,605
+871
+13% +$51.2K 0.45% 61
2025
Q1 		$404K Sell
6,734
-204
-3% -$11.1K 0.45% 65
2024
Q4 		$363K Buy
+6,938
New +$370K 0.42% 63

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 $3.38T AUM 44.17% 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

Blalock Williams's MO Position: Q2 2026 in Review

Blalock Williams increased its Altria Group (MO) stake by 0.09% in Q2 2026, buying an estimated $419 and bringing the position to 6,554 shares worth $472K. The position accounts for 0.31% of the portfolio, ranked #77.

Blalock Williams first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $521K in Q3 2025. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Blalock Williams held 6,554 shares of Altria Group worth $472K as of Q2 2026.
  • Blalock Williams bought 6 Altria Group shares in Q2 2026, an estimated $419.
  • Altria Group made up 0.31% of Blalock Williams's portfolio in Q2 2026, its #77 holding.
  • Blalock Williams first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Blalock Williams's Altria Group position peaked at $521K in Q3 2025.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.