Cottonwood Capital Advisors’s Altria Group MO Stock Holding History

Cottonwood Capital 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	$275K	Buy	3,815 +23	+0.6%	+$1.6K	0.17%	79
2026 Q1	$250K	Buy	3,792 +30	+0.8%	+$1.93K	0.18%	81
2025 Q4	$217K	Buy	3,762 +25	+0.7%	+$1.51K	0.15%	85
2025 Q3	$247K	Buy	3,737 +27	+0.7%	+$1.71K	0.18%	80
2025 Q2	$218K	Buy	3,710 +26	+0.7%	+$1.53K	0.15%	117
2025 Q1	$221K	Buy	+3,684	New	+$201K	0.16%	110
2022 Q2	–	Sell	-4,156	Closed	-$217K	–	102
2022 Q1	$217K	Buy	+4,156	New	+$212K	0.17%	92

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cottonwood Capital Advisors's MO Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its Altria Group (MO) stake by 0.61% in Q2 2026, buying an estimated $1.6K and bringing the position to 3,815 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #79.

Cottonwood Capital Advisors first reported a position in MO in Q1 2022 and has held it in 7 quarters since. 1,225 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Cottonwood Capital Advisors held 3,815 shares of Altria Group worth $275K as of Q2 2026.
Cottonwood Capital Advisors bought 23 Altria Group shares in Q2 2026, an estimated $1.6K.
Altria Group made up 0.17% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #79 holding.
Cottonwood Capital Advisors first reported a position in Altria Group in Q1 2022 and has held it in 7 quarters since.
1,225 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.