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Caldwell Sutter Capital’s Altria Group MO Stock Holding History

Caldwell Sutter Capital’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 		$510K Sell
7,093
-86
-1% -$6K 0.19% 129
2026
Q1 		$474K Buy
7,179
+1,537
+27% +$98.9K 0.19% 126
2025
Q4 		$325K Sell
5,642
-21
-0.4% -$1.27K 0.14% 154
2025
Q3 		$374K Sell
5,663
-91
-2% -$5.76K 0.16% 144
2025
Q2 		$337K Sell
5,754
-99
-2% -$5.81K 0.15% 144
2025
Q1 		$351K Sell
5,853
-169
-3% -$9.23K 0.17% 136
2024
Q4 		$315K Buy
6,022
+1,945
+48% +$104K 0.15% 150
2024
Q3 		$208K Sell
4,077
-1,850
-31% -$93.5K 0.1% 203
2024
Q2 		$270K Sell
5,927
-345
-6% -$15.3K 0.13% 158
2024
Q1 		$274K Sell
6,272
-621
-9% -$25.7K 0.13% 157
2023
Q4 		$278K Buy
6,893
+29
+0.4% +$1.2K 0.14% 148
2023
Q3 		$289K Buy
6,864
+226
+3% +$9.98K 0.16% 138
2023
Q2 		$301K Buy
6,638
+3,111
+88% +$141K 0.16% 138
2023
Q1 		$157K Buy
3,527
+1,417
+67% +$65.1K 0.11% 154
2022
Q4 		$96.4K Buy
+2,110
New +$95.6K 0.09% 146

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's MO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Altria Group (MO) stake by 1.2% in Q2 2026, selling an estimated $6K and leaving 7,093 shares worth $510K. The position accounts for 0.19% of the portfolio, ranked #129.

Caldwell Sutter Capital first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Caldwell Sutter Capital held 7,093 shares of Altria Group worth $510K as of Q2 2026.
  • Caldwell Sutter Capital sold 86 Altria Group shares in Q2 2026, an estimated $6K.
  • Altria Group made up 0.19% of Caldwell Sutter Capital's portfolio in Q2 2026, its #129 holding.
  • Caldwell Sutter Capital first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.