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Cresset Asset Management’s Altria Group MO Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-20,200
Closed -$1.03M – 2034
2024
Q3 		$1.03M Hold
20,200
– – ﹤0.01% 1153
2024
Q2 		$920K Sell
20,200
-11,200
-36% -$497K ﹤0.01% 1114
2024
Q1 		$1.37M Hold
31,400
– – 0.01% 836
2023
Q4 		$1.27M Hold
31,400
– – 0.01% 794
2023
Q3 		$1.32M Buy
+31,400
New +$1.39M 0.01% 713

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 $3.38T AUM 44.17% 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

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. 2,574 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.
  • 2,574 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.