Ceera Investments’s Altria Group MO Stock Holding History

Ceera Investments’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	$2.47M	Sell	34,365 -1,598	-4%	-$112K	1.05%	32
2026 Q1	$2.37M	Sell	35,963 -1,810	-5%	-$116K	1.04%	31
2025 Q4	$2.18M	Sell	37,773 -5,845	-13%	-$353K	0.84%	35
2025 Q3	$2.88M	Sell	43,618 -1,465	-3%	-$92.8K	0.9%	36
2025 Q2	$2.64M	Sell	45,083 -175	-0.4%	-$10.3K	0.81%	36
2025 Q1	$2.72M	Hold	45,258	–	–	0.94%	32
2024 Q4	$2.37M	Sell	45,258 -1,697	-4%	-$90.4K	0.81%	35
2024 Q3	$2.4M	Buy	46,955 +82	+0.2%	+$4.14K	0.9%	33
2024 Q2	$2.14M	Buy	46,873 +4,543	+11%	+$202K	0.9%	32
2024 Q1	$1.85M	Buy	42,330 +1,155	+3%	+$47.9K	0.81%	33
2023 Q4	$1.66M	Buy	41,175 +1,282	+3%	+$53K	0.78%	32
2023 Q3	$1.68M	Buy	39,893 +14,704	+58%	+$650K	0.91%	31
2023 Q2	$1.14M	Buy	+25,189	New	+$1.14M	0.66%	40

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

Ceera Investments's MO Position: Q2 2026 in Review

Ceera Investments reduced its Altria Group (MO) stake by 4.4% in Q2 2026, selling an estimated $112K and leaving 34,365 shares worth $2.47M. The position accounts for 1.05% of the portfolio, ranked #32.

Ceera Investments first reported a position in MO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.88M in Q3 2025. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Ceera Investments held 34,365 shares of Altria Group worth $2.47M as of Q2 2026.
Ceera Investments sold 1,598 Altria Group shares in Q2 2026, an estimated $112K.
Altria Group made up 1.05% of Ceera Investments's portfolio in Q2 2026, its #32 holding.
Ceera Investments first reported a position in Altria Group in Q2 2023 and has held it in 13 quarters since.
Ceera Investments's Altria Group position peaked at $2.88M in Q3 2025.
2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.