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Chesley Taft & Associates’s Altria Group MO Stock Holding History

Chesley Taft & Associates’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 		$265K Sell
3,689
-6,380
-63% -$445K 0.01% 340
2026
Q1 		$664K Sell
10,069
-290
-3% -$18.7K 0.03% 254
2025
Q4 		$597K Buy
+10,359
New +$625K 0.02% 267
2023
Q2 		– Sell
-4,529
Closed -$202K – 296
2023
Q1 		$202K Buy
+4,529
New +$208K 0.01% 283
2022
Q2 		– Sell
-3,879
Closed -$213K – 295
2022
Q1 		$213K Buy
+3,879
New +$198K 0.01% 287
2018
Q4 		– Sell
-3,998
Closed -$241K – 269
2018
Q3 		$241K Sell
3,998
-100
-2% -$5.94K 0.02% 261
2018
Q2 		$233K Hold
4,098
– – 0.02% 260
2018
Q1 		$255K Sell
4,098
-440
-10% -$29.1K 0.02% 245
2017
Q4 		$324K Sell
4,538
-500
-10% -$33.5K 0.03% 247
2017
Q3 		$319K Sell
5,038
-1,130
-18% -$75.3K 0.03% 250
2017
Q2 		$459K Sell
6,168
-275
-4% -$20.1K 0.04% 222
2017
Q1 		$460K Buy
6,443
+10
+0.2% +$724 0.04% 221
2016
Q4 		$435K Buy
6,433
+1,060
+20% +$68.3K 0.04% 223
2016
Q3 		$340K Sell
5,373
-190
-3% -$12.6K 0.03% 220
2016
Q2 		$384K Buy
5,563
+300
+6% +$19.2K 0.04% 217
2016
Q1 		$330K Hold
5,263
– – 0.03% 218
2015
Q4 		$306K Sell
5,263
-1,950
-27% -$113K 0.03% 223
2015
Q3 		$392K Sell
7,213
-200
-3% -$10.7K 0.04% 192
2015
Q2 		$363K Hold
7,413
– – 0.04% 198
2015
Q1 		$371K Hold
7,413
– – 0.04% 195
2014
Q4 		$365K Sell
7,413
-300
-4% -$14.6K 0.04% 200
2014
Q3 		$354K Hold
7,713
– – 0.04% 200
2014
Q2 		$323K Hold
7,713
– – 0.03% 206
2014
Q1 		$289K Hold
7,713
– – 0.03% 210
2013
Q4 		$296K Sell
7,713
-1,500
-16% -$55.4K 0.03% 237
2013
Q3 		$316K Hold
9,213
– – 0.03% 231
2013
Q2 		$322K Buy
+9,213
New +$331K 0.04% 226

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

Chesley Taft & Associates's MO Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Altria Group (MO) stake by 63% in Q2 2026, selling an estimated $445K and leaving 3,689 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #340.

Chesley Taft & Associates first reported a position in MO in Q2 2013 and has held it in 27 quarters since. The position peaked at $664K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Chesley Taft & Associates held 3,689 shares of Altria Group worth $265K as of Q2 2026.
  • Chesley Taft & Associates sold 6,380 Altria Group shares in Q2 2026, an estimated $445K.
  • Altria Group made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #340 holding.
  • Chesley Taft & Associates first reported a position in Altria Group in Q2 2013 and has held it in 27 quarters since.
  • Chesley Taft & Associates's Altria Group position peaked at $664K in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.