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Cascade Investment Group’s Altria Group MO Stock Holding History

Cascade Investment Group’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 		$1.84M Sell
25,547
-300
-1% -$20.9K 1.03% 21
2026
Q1 		$1.71M Sell
25,847
-1,050
-4% -$67.6K 1.12% 21
2025
Q4 		$1.55M Sell
26,897
-80
-0.3% -$4.83K 1.04% 24
2025
Q3 		$1.78M Sell
26,977
-228
-0.8% -$14.4K 1.18% 20
2025
Q2 		$1.6M Buy
27,205
+1,271
+5% +$74.6K 1.11% 24
2025
Q1 		$1.56M Hold
25,934
– – 1.2% 21
2024
Q4 		$1.36M Sell
25,934
-175
-0.7% -$9.32K 0.97% 27
2024
Q3 		$1.33M Sell
26,109
-350
-1% -$17.7K 0.98% 27
2024
Q2 		$1.21M Buy
26,459
+400
+2% +$17.7K 0.94% 30
2024
Q1 		$1.14M Sell
26,059
-535
-2% -$22.2K 0.85% 36
2023
Q4 		$1.07M Buy
26,594
+1,955
+8% +$80.8K 0.87% 33
2023
Q3 		$1.04M Sell
24,639
-161
-0.6% -$7.11K 0.98% 31
2023
Q2 		$1.12M Sell
24,800
-294
-1% -$13.3K 1.03% 28
2023
Q1 		$1.12M Sell
25,094
-194
-0.8% -$8.92K 1.1% 22
2022
Q4 		$1.16M Buy
+25,288
New +$1.15M 1.2% 18

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

Cascade Investment Group's MO Position: Q2 2026 in Review

Cascade Investment Group reduced its Altria Group (MO) stake by 1.2% in Q2 2026, selling an estimated $20.9K and leaving 25,547 shares worth $1.84M. The position accounts for 1.03% of the portfolio, ranked #21.

Cascade Investment Group first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cascade Investment Group held 25,547 shares of Altria Group worth $1.84M as of Q2 2026.
  • Cascade Investment Group sold 300 Altria Group shares in Q2 2026, an estimated $20.9K.
  • Altria Group made up 1.03% of Cascade Investment Group's portfolio in Q2 2026, its #21 holding.
  • Cascade Investment Group first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.