CWM
MO icon

Calamos Wealth Management’s Altria Group MO Stock Holding History

Calamos Wealth 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 		$1.03M Buy
14,272
+200
+1% +$14K 0.03% 206
2026
Q1 		$929K Sell
14,072
-1,987
-12% -$128K 0.03% 213
2025
Q4 		$926K Sell
16,059
-4,011
-20% -$242K 0.03% 201
2025
Q3 		$1.33M Buy
20,070
+16,149
+412% +$1.02M 0.05% 161
2025
Q2 		$230K Sell
3,921
-105
-3% -$6.17K 0.01% 312
2025
Q1 		$242K Buy
+4,026
New +$220K 0.01% 284
2023
Q4 		– Sell
-6,643
Closed -$279K – 330
2023
Q3 		$279K Buy
6,643
+300
+5% +$13.3K 0.02% 262
2023
Q2 		$287K Buy
+6,343
New +$287K 0.02% 264
2021
Q1 		– Sell
-18,367
Closed -$753K – 296
2020
Q4 		$753K Hold
18,367
– – 0.07% 173
2020
Q3 		$710K Buy
+18,367
New +$764K 0.08% 154
2019
Q2 		– Sell
-4,110
Closed -$236K – 242
2019
Q1 		$236K Sell
4,110
-758
-16% -$38.7K 0.03% 201
2018
Q4 		$240K Sell
4,868
-58
-1% -$3.36K 0.04% 199
2018
Q3 		$297K Sell
4,926
-6,993
-59% -$415K 0.04% 184
2018
Q2 		$677K Sell
11,919
-1,501
-11% -$86.6K 0.08% 137
2018
Q1 		$837K Sell
13,420
-763
-5% -$50.5K 0.1% 127
2017
Q4 		$1.01M Sell
14,183
-81,731
-85% -$5.48M 0.13% 120
2017
Q3 		$6.08M Buy
95,914
+4,747
+5% +$316K 0.84% 34
2017
Q2 		$6.79M Buy
91,167
+977
+1% +$71.5K 0.96% 26
2017
Q1 		$6.44M Buy
90,190
+17,952
+25% +$1.3M 0.96% 26
2016
Q4 		$4.88M Buy
72,238
+7,718
+12% +$497K 0.79% 39
2016
Q3 		$4.08M Buy
64,520
+8,832
+16% +$587K 0.7% 46
2016
Q2 		$3.84M Buy
55,688
+7,908
+17% +$506K 0.68% 42
2016
Q1 		$2.99M Buy
47,780
+8,852
+23% +$535K 0.58% 51
2015
Q4 		$2.27M Sell
38,928
-3,705
-9% -$215K 0.45% 65
2015
Q3 		$2.32M Buy
42,633
+2,202
+5% +$118K 0.56% 53
2015
Q2 		$1.98M Buy
40,431
+32,818
+431% +$1.66M 0.47% 71
2015
Q1 		$381K Buy
+7,613
New +$404K 0.1% 179

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Calamos Wealth Management's MO Position: Q2 2026 in Review

Calamos Wealth Management increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $14K and bringing the position to 14,272 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #206.

Calamos Wealth Management first reported a position in MO in Q1 2015 and has held it in 27 quarters since. The position peaked at $6.79M in Q2 2017. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Calamos Wealth Management held 14,272 shares of Altria Group worth $1.03M as of Q2 2026.
  • Calamos Wealth Management bought 200 Altria Group shares in Q2 2026, an estimated $14K.
  • Altria Group made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Calamos Wealth Management first reported a position in Altria Group in Q1 2015 and has held it in 27 quarters since.
  • Calamos Wealth Management's Altria Group position peaked at $6.79M in Q2 2017.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.