Cascades Capital Asset Management’s Altria Group MO Stock Holding History

Cascades Capital 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	$402K	Sell	5,591 -447	-7%	-$31.2K	0.15%	86
2026 Q1	$398K	Sell	6,038 -2,107	-26%	-$136K	0.17%	86
2025 Q4	$470K	Sell	8,145 -721	-8%	-$43.5K	0.2%	76
2025 Q3	$586K	Buy	8,866 +1,282	+17%	+$81.2K	0.26%	67
2025 Q2	$445K	Buy	7,584 +2,291	+43%	+$135K	0.23%	69
2025 Q1	$318K	Buy	5,293 +423	+9%	+$23.1K	0.17%	84
2024 Q4	$255K	Buy	+4,870	New	+$259K	0.14%	97

Other funds holding MO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascades Capital Asset Management's MO Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Altria Group (MO) stake by 7.4% in Q2 2026, selling an estimated $31.2K and leaving 5,591 shares worth $402K. The position accounts for 0.15% of the portfolio, ranked #86.

Cascades Capital Asset Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $586K in Q3 2025. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Cascades Capital Asset Management held 5,591 shares of Altria Group worth $402K as of Q2 2026.
Cascades Capital Asset Management sold 447 Altria Group shares in Q2 2026, an estimated $31.2K.
Altria Group made up 0.15% of Cascades Capital Asset Management's portfolio in Q2 2026, its #86 holding.
Cascades Capital Asset Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Cascades Capital Asset Management's Altria Group position peaked at $586K in Q3 2025.
2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.