Cerity Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.6M | Buy |
523,165
+41,099
| +9% | +$2.87M | 0.05% | 310 |
|
|
2026
Q1 | $31.8M | Sell |
482,066
-130,892
| -21% | -$8.42M | 0.04% | 328 |
|
|
2025
Q4 | $35.3M | Buy |
612,958
+37,917
| +7% | +$2.29M | 0.05% | 290 |
|
|
2025
Q3 | $38M | Buy |
575,041
+35,803
| +7% | +$2.27M | 0.06% | 252 |
|
|
2025
Q2 | $31.6M | Buy |
539,238
+153,567
| +40% | +$9.02M | 0.06% | 269 |
|
|
2025
Q1 | $23.2M | Sell |
385,671
-27,591
| -7% | -$1.51M | 0.05% | 304 |
|
|
2024
Q4 | $21.5M | Sell |
413,262
-8,850
| -2% | -$471K | 0.05% | 302 |
|
|
2024
Q3 | $21.6M | Buy |
422,112
+53,832
| +15% | +$2.72M | 0.05% | 302 |
|
|
2024
Q2 | $16.8M | Sell |
368,280
-7,369
| -2% | -$327K | 0.04% | 302 |
|
|
2024
Q1 | $16.5M | Buy |
375,649
+63,255
| +20% | +$2.62M | 0.04% | 336 |
|
|
2023
Q4 | $12.7M | Buy |
312,394
+76,237
| +32% | +$3.15M | 0.04% | 332 |
|
|
2023
Q3 | $10.1M | Sell |
236,157
-107,035
| -31% | -$4.73M | 0.05% | 296 |
|
|
2023
Q2 | $15.7M | Buy |
343,192
+67,525
| +24% | +$3.06M | 0.06% | 275 |
|
|
2023
Q1 | $45.3M | Buy |
275,667
+31,089
| +13% | +$1.43M | 0.11% | 139 |
|
|
2022
Q4 | $11.3M | Buy |
244,578
+55,005
| +29% | +$2.49M | 0.07% | 239 |
|
|
2022
Q3 | $7.75M | Sell |
189,573
-2,030
| -1% | -$88.6K | 0.09% | 188 |
|
|
2022
Q2 | $8.1M | Buy |
191,603
+117,979
| +160% | +$6.11M | 0.09% | 194 |
|
|
2022
Q1 | $3.85M | Buy |
73,624
+3,664
| +5% | +$187K | 0.06% | 229 |
|
|
2021
Q4 | $3.32M | Buy |
69,960
+5,691
| +9% | +$261K | 0.05% | 253 |
|
|
2021
Q3 | $2.93M | Buy |
64,269
+18,831
| +41% | +$909K | 0.06% | 214 |
|
|
2021
Q2 | $2.17M | Sell |
45,438
-2,665
| -6% | -$131K | 0.05% | 250 |
|
|
2021
Q1 | $2.46M | Buy |
48,103
+1,396
| +3% | +$62.6K | 0.06% | 225 |
|
|
2020
Q4 | $1.92M | Sell |
46,707
-1,791
| -4% | -$71.9K | 0.06% | 221 |
|
|
2020
Q3 | $1.87M | Buy |
48,498
+4,266
| +10% | +$178K | 0.08% | 174 |
|
|
2020
Q2 | $1.74M | Sell |
44,232
-144,740
| -77% | -$5.65M | 0.1% | 144 |
|
|
2020
Q1 | $7.31M | Buy |
188,972
+347
| +0.2% | +$15.4K | 0.46% | 43 |
|
|
2019
Q4 | $9.41M | Buy |
188,625
+45,948
| +32% | +$2.17M | 0.48% | 42 |
|
|
2019
Q3 | $5.84M | Buy |
142,677
+7,999
| +6% | +$368K | 0.34% | 68 |
|
|
2019
Q2 | $6.38M | Buy |
134,678
+86,033
| +177% | +$4.51M | 0.4% | 60 |
|
|
2019
Q1 | $2.79M | Buy |
48,645
+14,817
| +44% | +$757K | 0.19% | 119 |
|
|
2018
Q4 | $1.67M | Sell |
33,828
-10,973
| -24% | -$636K | 0.11% | 171 |
|
|
2018
Q3 | $2.7M | Sell |
44,801
-1,043
| -2% | -$61.9K | 0.19% | 133 |
|
|
2018
Q2 | $2.6M | Buy |
45,844
+15,949
| +53% | +$920K | 0.19% | 126 |
|
|
2018
Q1 | $1.86M | Sell |
29,895
-224
| -0.7% | -$14.8K | 0.14% | 157 |
|
|
2017
Q4 | $2.15M | Sell |
30,119
-480
| -2% | -$32.2K | 0.14% | 152 |
|
|
2017
Q3 | $1.94M | Buy |
+30,599
| New | +$2.04M | 0.14% | 160 |
|
|
2017
Q2 | – | Sell |
-30,889
| Closed | -$2.21M | – | 412 |
|
|
2017
Q1 | $2.21M | Buy |
+30,889
| New | +$2.24M | 0.18% | 113 |
|
Other funds holding MO
VCM
VPM
Cerity Partners's MO Position: Q2 2026 in Review
Cerity Partners increased its Altria Group (MO) stake by 8.5% in Q2 2026, buying an estimated $2.87M and bringing the position to 523,165 shares worth $37.6M. The position accounts for 0.05% of the portfolio, ranked #310.
Cerity Partners first reported a position in MO in Q1 2017 and has held it in 37 quarters since. The position peaked at $45.3M in Q1 2023. 2,452 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Cerity Partners held 523,165 shares of Altria Group worth $37.6M as of Q2 2026.
- Cerity Partners bought 41,099 Altria Group shares in Q2 2026, an estimated $2.87M.
- Altria Group made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #310 holding.
- Cerity Partners first reported a position in Altria Group in Q1 2017 and has held it in 37 quarters since.
- Cerity Partners's Altria Group position peaked at $45.3M in Q1 2023.
- 2,452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.