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Chicago Partners Investment Group’s Altria Group MO Stock Holding History

Chicago Partners Investment Group’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 		$1.36M Buy
18,926
+2,469
+15% +$172K 0.03% 512
2026
Q1 		$1.07M Sell
16,457
-126
-0.8% -$8.11K 0.02% 515
2025
Q4 		$1.03M Sell
16,583
-1,772
-10% -$107K 0.03% 463
2025
Q3 		$1.16M Buy
18,355
+1,056
+6% +$66.9K 0.03% 388
2025
Q2 		$1.03M Buy
17,299
+568
+3% +$33.4K 0.03% 389
2025
Q1 		$1.02M Sell
16,731
-930
-5% -$50.8K 0.03% 360
2024
Q4 		$909K Buy
17,661
+3,571
+25% +$190K 0.03% 369
2024
Q3 		$702K Buy
14,090
+2,485
+21% +$126K 0.03% 406
2024
Q2 		$587K Buy
11,605
+593
+5% +$26.3K 0.02% 427
2024
Q1 		$472K Buy
11,012
+469
+4% +$19.4K 0.02% 465
2023
Q4 		$421K Sell
10,543
-722
-6% -$29.9K 0.02% 466
2023
Q3 		$475K Sell
11,265
-1,041
-8% -$46K 0.03% 417
2023
Q2 		$548K Buy
12,306
+2,284
+23% +$103K 0.03% 397
2023
Q1 		$468K Sell
10,022
-110
-1% -$5.06K 0.03% 397
2022
Q4 		$472K Sell
10,132
-723
-7% -$32.8K 0.03% 383
2022
Q3 		$498K Buy
10,855
+1,061
+11% +$46.3K 0.04% 337
2022
Q2 		$430K Buy
9,794
+97
+1% +$5.02K 0.03% 361
2022
Q1 		$516K Buy
9,697
+334
+4% +$17K 0.04% 313
2021
Q4 		$469K Buy
9,363
+358
+4% +$16.4K 0.03% 353
2021
Q3 		$404K Buy
9,005
+306
+4% +$14.8K 0.03% 377
2021
Q2 		$414K Buy
8,699
+130
+2% +$6.39K 0.03% 355
2021
Q1 		$405K Sell
8,569
-6
-0.1% -$269 0.03% 336
2020
Q4 		$359K Buy
8,575
+1,313
+18% +$52.7K 0.03% 333
2020
Q3 		$272K Buy
7,262
+237
+3% +$9.86K 0.03% 331
2020
Q2 		$296K Sell
7,025
-1,090
-13% -$42.5K 0.04% 294
2020
Q1 		$332K Buy
8,115
+380
+5% +$16.9K 0.05% 235
2019
Q4 		$395K Buy
7,735
+344
+5% +$16.2K 0.05% 241
2019
Q3 		$347K Buy
7,391
+769
+12% +$35.4K 0.05% 236
2019
Q2 		$329K Buy
6,622
+111
+2% +$5.81K 0.05% 241
2019
Q1 		$354K Sell
6,511
-1,265
-16% -$64.7K 0.05% 220
2018
Q4 		$380K Buy
7,776
+729
+10% +$42.2K 0.06% 232
2018
Q3 		$455K Buy
7,047
+2,073
+42% +$123K 0.07% 193
2018
Q2 		$282K Buy
4,974
+101
+2% +$5.83K 0.04% 232
2018
Q1 		$304K Sell
4,873
-150
-3% -$9.93K 0.05% 213
2017
Q4 		$359K Sell
5,023
-170
-3% -$11.4K 0.06% 200
2017
Q3 		$329K Buy
5,193
+2,468
+91% +$165K 0.06% 206
2017
Q2 		$201K Buy
2,725
+119
+5% +$8.71K 0.05% 196
2017
Q1 		$186K Buy
2,606
+49
+2% +$3.55K 0.05% 197
2016
Q4 		$173K Buy
2,557
+351
+16% +$22.6K 0.06% 183
2016
Q3 		$139K Buy
2,206
+2,056
+1,371% +$137K 0.06% 200
2016
Q2 		$10K Hold
150
– – ﹤0.01% 357
2016
Q1 		$9K Hold
150
– – ﹤0.01% 348
2015
Q4 		$9K Hold
150
– – ﹤0.01% 404
2015
Q3 		$8K Hold
150
– – ﹤0.01% 353
2015
Q2 		$7K Sell
150
-2
-1% -$101 ﹤0.01% 376
2015
Q1 		$8K Sell
152
-298
-66% -$15.8K ﹤0.01% 375
2014
Q4 		$22K Buy
+450
New +$21.9K 0.01% 280

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

Chicago Partners Investment Group's MO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 18,926 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #512.

Chicago Partners Investment Group first reported a position in MO in Q4 2014 and has held it in 47 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Chicago Partners Investment Group held 18,926 shares of Altria Group worth $1.36M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,469 Altria Group shares in Q2 2026, an estimated $172K.
  • Altria Group made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #512 holding.
  • Chicago Partners Investment Group first reported a position in Altria Group in Q4 2014 and has held it in 47 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.