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Cohen Investment Advisors’s Altria Group MO Stock Holding History

Cohen Investment Advisors’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 		$507K Buy
7,045
+70
+1% +$4.89K 0.23% 67
2026
Q1 		$460K Buy
6,975
+183
+3% +$11.8K 0.22% 66
2025
Q4 		$392K Sell
6,792
-17
-0.2% -$1.03K 0.18% 70
2025
Q3 		$450K Sell
6,809
-161
-2% -$10.2K 0.22% 64
2025
Q2 		$409K Sell
6,970
-625
-8% -$36.7K 0.21% 66
2025
Q1 		$456K Sell
7,595
-122
-2% -$6.66K 0.26% 62
2024
Q4 		$404K Buy
7,717
+260
+3% +$13.8K 0.24% 65
2024
Q3 		$381K Sell
7,457
-1,510
-17% -$76.3K 0.23% 66
2024
Q2 		$377K Buy
8,967
+1,217
+16% +$54K 0.3% 64
2024
Q1 		$338K Sell
7,750
-335
-4% -$13.9K 0.22% 67
2023
Q4 		$326K Sell
8,085
-882
-10% -$36.5K 0.24% 69
2023
Q3 		$377K Sell
8,967
-571
-6% -$25.2K 0.3% 64
2023
Q2 		$432K Sell
9,538
-481
-5% -$21.8K 0.35% 61
2023
Q1 		$447K Buy
10,019
+1,068
+12% +$49.1K 0.35% 64
2022
Q4 		$409K Buy
8,951
+642
+8% +$29.1K 0.34% 63
2022
Q3 		$336K Buy
8,309
+161
+2% +$7.02K 0.31% 66
2022
Q2 		$340K Buy
8,148
+173
+2% +$8.96K 0.29% 69
2022
Q1 		$417K Sell
7,975
-344
-4% -$17.5K 0.31% 68
2021
Q4 		$394K Sell
8,319
-98
-1% -$4.49K 0.28% 68
2021
Q3 		$383K Buy
8,417
+33
+0.4% +$1.59K 0.29% 68
2021
Q2 		$400K Sell
8,384
-22
-0.3% -$1.08K 0.31% 68
2021
Q1 		$430K Buy
8,406
+10
+0.1% +$448 0.35% 59
2020
Q4 		$344K Buy
+8,396
New +$337K 0.31% 68

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

Cohen Investment Advisors's MO Position: Q2 2026 in Review

Cohen Investment Advisors increased its Altria Group (MO) stake by 1% in Q2 2026, buying an estimated $4.89K and bringing the position to 7,045 shares worth $507K. The position accounts for 0.23% of the portfolio, ranked #67.

Cohen Investment Advisors first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cohen Investment Advisors held 7,045 shares of Altria Group worth $507K as of Q2 2026.
  • Cohen Investment Advisors bought 70 Altria Group shares in Q2 2026, an estimated $4.89K.
  • Altria Group made up 0.23% of Cohen Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Cohen Investment Advisors first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.