Certuity’s Altria Group MO Stock Holding History

Certuity’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	$356K	Buy	4,953 +686	+16%	+$47.9K	0.02%	460
2026 Q1	$282K	Buy	4,267 +592	+16%	+$38.1K	0.02%	485
2025 Q4	$212K	Buy	3,675 +643	+21%	+$38.8K	0.01%	534
2025 Q3	$200K	Buy	+3,032	New	+$192K	0.01%	530
2024 Q4	–	Sell	-13,218	Closed	-$675K	–	405
2024 Q3	$675K	Sell	13,218 -446	-3%	-$22.5K	0.07%	159
2024 Q2	$622K	Buy	13,664 +213	+2%	+$9.45K	0.05%	164
2024 Q1	$587K	Sell	13,451 -81	-0.6%	-$3.36K	0.05%	164
2023 Q4	$546K	Sell	13,532 -3,619	-21%	-$150K	0.06%	173
2023 Q3	$721K	Buy	17,151 +61	+0.4%	+$2.69K	0.08%	107
2023 Q2	$774K	Buy	+17,090	New	+$774K	0.09%	100
2022 Q3	–	Sell	-5,009	Closed	-$209K	–	228
2022 Q2	$209K	Buy	+5,009	New	+$259K	0.05%	199

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

Certuity's MO Position: Q2 2026 in Review

Certuity increased its Altria Group (MO) stake by 16% in Q2 2026, buying an estimated $47.9K and bringing the position to 4,953 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #460.

Certuity first reported a position in MO in Q2 2022 and has held it in 11 quarters since. The position peaked at $774K in Q2 2023. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Certuity held 4,953 shares of Altria Group worth $356K as of Q2 2026.
Certuity bought 686 Altria Group shares in Q2 2026, an estimated $47.9K.
Altria Group made up 0.02% of Certuity's portfolio in Q2 2026, its #460 holding.
Certuity first reported a position in Altria Group in Q2 2022 and has held it in 11 quarters since.
Certuity's Altria Group position peaked at $774K in Q2 2023.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.