Cary Street Partners Investment Advisory’s Altria Group MO Stock Holding History

Cary Street Partners Investment Advisory’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	$277K	Buy	3,850 +329	+9%	+$23K	0.06%	312
2026 Q1	$232K	Buy	3,521 +344	+11%	+$22.1K	0.06%	322
2025 Q4	$183K	Sell	3,177 -17	-0.5%	-$1.03K	0.05%	346
2025 Q3	$211K	Buy	3,194 +109	+4%	+$6.91K	0.09%	256
2025 Q2	$181K	Sell	3,085 -50	-2%	-$2.94K	0.09%	262
2025 Q1	$188K	Buy	3,135 +726	+30%	+$39.6K	0.11%	222
2024 Q4	$126K	Sell	2,409 -40,331	-94%	-$2.15M	0.08%	242
2024 Q3	$2.18M	Sell	42,740 -67	-0.2%	-$3.39K	0.08%	257
2024 Q2	$1.95M	Sell	42,807 -1,778	-4%	-$78.9K	0.08%	255
2024 Q1	$1.94M	Buy	44,585 +10,998	+33%	+$456K	0.08%	251
2023 Q4	$1.35M	Buy	33,587 +3,994	+13%	+$165K	0.06%	280
2023 Q3	$1.24M	Buy	29,593 +4,633	+19%	+$205K	0.07%	275
2023 Q2	$1.13M	Buy	24,960 +6,717	+37%	+$304K	0.07%	245
2023 Q1	$814K	Sell	18,243 -134	-0.7%	-$6.16K	0.06%	270
2022 Q4	$840K	Sell	18,377 -847	-4%	-$38.4K	0.06%	261
2022 Q3	$776K	Buy	19,224 +2,885	+18%	+$126K	0.06%	259
2022 Q2	$683K	Buy	16,339 +3,539	+28%	+$183K	0.06%	262
2022 Q1	$680K	Buy	12,800 +530	+4%	+$27K	0.19%	129
2021 Q4	$581K	Sell	12,270 -41	-0.3%	-$1.88K	0.16%	140
2021 Q3	$560K	Sell	12,311 -437	-3%	-$21.1K	0.18%	125
2021 Q2	$608K	Buy	12,748 +1,173	+10%	+$57.6K	0.2%	117
2021 Q1	$592K	Sell	11,575 -32,437	-74%	-$1.45M	0.24%	100
2020 Q4	$1.8M	Buy	44,012 +29,785	+209%	+$1.2M	0.35%	69
2020 Q3	$550K	Buy	14,227 +4,850	+52%	+$202K	0.12%	171
2020 Q2	$368K	Buy	9,377 +4,113	+78%	+$160K	0.52%	57
2020 Q1	$203K	Sell	5,264 -6,383	-55%	-$283K	0.47%	64
2019 Q4	$581K	Buy	+11,647	New	+$549K	0.64%	42
2018 Q4	$551K	Buy	+11,164	New	+$647K	0.54%	36

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's MO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Altria Group (MO) stake by 9.3% in Q2 2026, buying an estimated $23K and bringing the position to 3,850 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #312.

Cary Street Partners Investment Advisory first reported a position in MO in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.18M in Q3 2024. 1,969 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Cary Street Partners Investment Advisory held 3,850 shares of Altria Group worth $277K as of Q2 2026.
Cary Street Partners Investment Advisory bought 329 Altria Group shares in Q2 2026, an estimated $23K.
Altria Group made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #312 holding.
Cary Street Partners Investment Advisory first reported a position in Altria Group in Q4 2018 and has held it in 28 quarters since.
Cary Street Partners Investment Advisory's Altria Group position peaked at $2.18M in Q3 2024.
1,969 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.