CAS
MO icon

Coppell Advisory Solutions’s Altria Group MO Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-7,255
Closed -$486K – 568
2026
Q1 		$486K Sell
7,255
-1,112
-13% -$71.5K 0.29% 29
2025
Q4 		$483K Sell
8,367
-314
-4% -$19K 0.05% 257
2025
Q3 		$570K Buy
8,681
+592
+7% +$37.5K 0.06% 233
2025
Q2 		$475K Buy
8,089
+808
+11% +$47.5K 0.06% 251
2025
Q1 		$428K Buy
7,281
+1,307
+22% +$71.4K 0.06% 226
2024
Q4 		$311K Buy
5,974
+2,997
+101% +$160K 0.04% 211
2024
Q3 		$152K Sell
2,977
-733
-20% -$37K 0.02% 333
2024
Q2 		$169K Buy
+3,710
New +$165K 0.03% 290
2023
Q4 		$139K Buy
3,454
+1,749
+103% +$72.3K 0.03% 313
2023
Q3 		$77.9K Sell
1,705
-1,312
-43% -$58K 0.03% 240
2023
Q2 		$136K Buy
+3,017
New +$137K 0.04% 230
2023
Q1 		– Sell
-1,705
Closed -$77.9K – 728
2022
Q4 		$77.9K Buy
+1,705
New +$77.2K 0.03% 244

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

Coppell Advisory Solutions's MO Position: Q2 2026 in Review

Coppell Advisory Solutions sold out of Altria Group (MO) in Q2 2026, closing a stake of 7,255 shares — an estimated $486K sold.

Coppell Advisory Solutions first reported a position in MO in Q4 2022 and held it in 12 quarters. The position peaked at $570K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Coppell Advisory Solutions reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7,255 Altria Group shares in Q2 2026, an estimated $486K.
  • Coppell Advisory Solutions first reported a position in Altria Group in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Altria Group position peaked at $570K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.