Cresset Asset Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.9M | Buy |
259,099
+1,012
| +0.4% | +$70.6K | 0.07% | 174 |
|
|
2026
Q1 | $17.3M | Sell |
258,087
-28,056
| -10% | -$1.81M | 0.08% | 175 |
|
|
2025
Q4 | $16.8M | Sell |
286,143
-1,568
| -0.5% | -$94.7K | 0.07% | 173 |
|
|
2025
Q3 | $19.3M | Buy |
287,711
+13,937
| +5% | +$883K | 0.08% | 141 |
|
|
2025
Q2 | $16.3M | Sell |
273,774
-14,464
| -5% | -$849K | 0.08% | 152 |
|
|
2025
Q1 | $17.6M | Buy |
288,238
+142,691
| +98% | +$7.79M | 0.09% | 148 |
|
|
2024
Q4 | $7.73M | Sell |
145,547
-159,887
| -52% | -$8.52M | 0.04% | 266 |
|
|
2024
Q3 | $15.9M | Buy |
305,434
+33,236
| +12% | +$1.68M | 0.06% | 212 |
|
|
2024
Q2 | $12.6M | Buy |
272,198
+50,942
| +23% | +$2.26M | 0.05% | 233 |
|
|
2024
Q1 | $9.84M | Buy |
221,256
+29,972
| +16% | +$1.24M | 0.05% | 252 |
|
|
2023
Q4 | $7.88M | Sell |
191,284
-6,336
| -3% | -$262K | 0.05% | 252 |
|
|
2023
Q3 | $8.48M | Buy |
197,620
+56,680
| +40% | +$2.5M | 0.03% | 232 |
|
|
2023
Q2 | $6.5M | Buy |
140,940
+55,952
| +66% | +$2.53M | 0.01% | 354 |
|
|
2023
Q1 | $3.87M | Sell |
84,988
-2,689
| -3% | -$124K | 0.08% | 150 |
|
|
2022
Q4 | $3.62M | Sell |
87,677
-13,240
| -13% | -$600K | 0.05% | 149 |
|
|
2022
Q3 | $4.2M | Buy |
100,917
+18,961
| +23% | +$827K | 0.05% | 137 |
|
|
2022
Q2 | $3.48M | Buy |
81,956
+6,945
| +9% | +$360K | 0.04% | 155 |
|
|
2022
Q1 | $3.99M | Buy |
75,011
+6,472
| +9% | +$330K | 0.04% | 152 |
|
|
2021
Q4 | $3.31M | Buy |
68,539
+6,864
| +11% | +$315K | 0.03% | 210 |
|
|
2021
Q3 | $2.86M | Buy |
61,675
+74
| +0.1% | +$3.57K | 0.04% | 170 |
|
|
2021
Q2 | $2.99M | Sell |
61,601
-7,759
| -11% | -$381K | 0.04% | 154 |
|
|
2021
Q1 | $3.6M | Buy |
69,360
+8,456
| +14% | +$379K | 0.06% | 118 |
|
|
2020
Q4 | $2.55M | Sell |
60,904
-18,197
| -23% | -$731K | 0.04% | 128 |
|
|
2020
Q3 | $3.13M | Buy |
79,101
+1,891
| +2% | +$78.7K | 0.06% | 122 |
|
|
2020
Q2 | $3.09M | Sell |
77,210
-21,768
| -22% | -$849K | 0.07% | 111 |
|
|
2020
Q1 | $3.88M | Buy |
98,978
+35,733
| +56% | +$1.59M | 0.12% | 68 |
|
|
2019
Q4 | $3.18M | Buy |
63,245
+3,550
| +6% | +$167K | 0.09% | 104 |
|
|
2019
Q3 | $2.46M | Sell |
59,695
-182
| -0.3% | -$8.37K | 0.08% | 120 |
|
|
2019
Q2 | $2.86M | Buy |
59,877
+34,271
| +134% | +$1.79M | 0.09% | 97 |
|
|
2019
Q1 | $1.49M | Buy |
25,606
+16,395
| +178% | +$838K | 0.06% | 82 |
|
|
2018
Q4 | $462K | Buy |
+9,211
| New | +$534K | 0.03% | 131 |
|
Other funds holding MO
Cresset Asset Management's MO Position: Q2 2026 in Review
Cresset Asset Management increased its Altria Group (MO) stake by 0.39% in Q2 2026, buying an estimated $70.6K and bringing the position to 259,099 shares worth $18.9M. The position accounts for 0.07% of the portfolio, ranked #174.
Cresset Asset Management first reported a position in MO in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.3M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Cresset Asset Management held 259,099 shares of Altria Group worth $18.9M as of Q2 2026.
- Cresset Asset Management bought 1,012 Altria Group shares in Q2 2026, an estimated $70.6K.
- Altria Group made up 0.07% of Cresset Asset Management's portfolio in Q2 2026, its #174 holding.
- Cresset Asset Management first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's Altria Group position peaked at $19.3M in Q3 2025.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.