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Byrne Asset Management’s Altria Group MO Stock Holding History

Byrne Asset 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 		$287K Sell
3,984
-20
-0.5% -$1.4K 0.15% 112
2026
Q1 		$264K Sell
4,004
-451
-10% -$29K 0.15% 108
2025
Q4 		$257K Sell
4,455
-55
-1% -$3.32K 0.14% 116
2025
Q3 		$298K Sell
4,510
-255
-5% -$16.2K 0.18% 90
2025
Q2 		$279K Buy
+4,765
New +$280K 0.19% 90
2025
Q1 		– Hold
0
– – – 96
2024
Q4 		– Sell
-5,715
Closed -$304K – 88
2024
Q3 		$292K Sell
5,715
-335
-6% -$16.9K 0.2% 94
2024
Q2 		$275K Sell
6,050
-925
-13% -$41K 0.2% 95
2024
Q1 		$304K Buy
+6,975
New +$289K 0.21% 92
2023
Q4 		– Sell
-6,720
Closed -$278K – 99
2023
Q3 		$283K Buy
+6,720
New +$297K 0.23% 86
2023
Q2 		– Sell
-6,635
Closed -$301K – 122
2023
Q1 		$296K Sell
6,635
-610
-8% -$28K 0.21% 112
2022
Q4 		$331K Buy
7,245
+390
+6% +$17.7K 0.24% 103
2022
Q3 		$277K Buy
6,855
+407
+6% +$17.8K 0.21% 103
2022
Q2 		$269K Buy
6,448
+1,618
+33% +$83.8K 0.2% 90
2022
Q1 		$252K Buy
4,830
+100
+2% +$5.09K 0.16% 102
2021
Q4 		$224K Buy
+4,730
New +$217K 0.15% 106

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Byrne Asset Management's MO Position: Q2 2026 in Review

Byrne Asset Management reduced its Altria Group (MO) stake by 0.5% in Q2 2026, selling an estimated $1.4K and leaving 3,984 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #112.

Byrne Asset Management first reported a position in MO in Q4 2021 and has held it in 15 quarters since. The position peaked at $331K in Q4 2022. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Byrne Asset Management held 3,984 shares of Altria Group worth $287K as of Q2 2026.
  • Byrne Asset Management sold 20 Altria Group shares in Q2 2026, an estimated $1.4K.
  • Altria Group made up 0.15% of Byrne Asset Management's portfolio in Q2 2026, its #112 holding.
  • Byrne Asset Management first reported a position in Altria Group in Q4 2021 and has held it in 15 quarters since.
  • Byrne Asset Management's Altria Group position peaked at $331K in Q4 2022.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.