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CVA Family Office’s Altria Group MO Stock Holding History

CVA Family Office’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 		$743K Buy
10,327
+69
+0.7% +$4.82K 0.07% 162
2026
Q1 		$677K Buy
10,258
+685
+7% +$44.1K 0.07% 155
2025
Q4 		$552K Sell
9,573
-209
-2% -$12.6K 0.06% 160
2025
Q3 		$646K Sell
9,782
-416
-4% -$26.4K 0.08% 147
2025
Q2 		$598K Buy
10,198
+272
+3% +$16K 0.08% 148
2025
Q1 		$596K Sell
9,926
-171
-2% -$9.34K 0.09% 142
2024
Q4 		$528K Buy
10,097
+160
+2% +$8.52K 0.08% 154
2024
Q3 		$507K Buy
9,937
+683
+7% +$34.5K 0.08% 146
2024
Q2 		$422K Buy
9,254
+392
+4% +$17.4K 0.08% 157
2024
Q1 		$387K Buy
8,862
+818
+10% +$33.9K 0.07% 172
2023
Q4 		$324K Buy
8,044
+515
+7% +$21.3K 0.06% 181
2023
Q3 		$317K Sell
7,529
-915
-11% -$40.4K 0.07% 164
2023
Q2 		$382K Buy
8,444
+290
+4% +$13.1K 0.08% 143
2023
Q1 		$364K Sell
8,154
-150
-2% -$6.9K 0.08% 146
2022
Q4 		$380K Buy
8,304
+145
+2% +$6.57K 0.09% 136
2022
Q3 		$329K Buy
8,159
+1,865
+30% +$81.4K 0.09% 133
2022
Q2 		$263K Sell
6,294
-1,220
-16% -$63.2K 0.07% 143
2022
Q1 		$393K Buy
7,514
+1,810
+32% +$92.2K 0.09% 115
2021
Q4 		$270K Buy
5,704
+440
+8% +$20.2K 0.07% 146
2021
Q3 		$203K Sell
5,264
-1,755
-25% -$84.8K 0.15% 90
2021
Q2 		$335K Buy
7,019
+50
+0.7% +$2.46K 0.1% 117
2021
Q1 		$357K Buy
6,969
+3,005
+76% +$135K 0.14% 93
2020
Q4 		$163K Sell
3,964
-1,300
-25% -$52.2K 0.1% 103
2020
Q3 		$203K Buy
5,264
+200
+4% +$8.32K 0.15% 90
2020
Q2 		$199K Buy
5,064
+3,784
+296% +$148K 0.16% 85
2020
Q1 		$49K Buy
+1,280
New +$56.8K 0.05% 143

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

CVA Family Office's MO Position: Q2 2026 in Review

CVA Family Office increased its Altria Group (MO) stake by 0.67% in Q2 2026, buying an estimated $4.82K and bringing the position to 10,327 shares worth $743K. The position accounts for 0.07% of the portfolio, ranked #162.

CVA Family Office first reported a position in MO in Q1 2020 and has held it in 26 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • CVA Family Office held 10,327 shares of Altria Group worth $743K as of Q2 2026.
  • CVA Family Office bought 69 Altria Group shares in Q2 2026, an estimated $4.82K.
  • Altria Group made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #162 holding.
  • CVA Family Office first reported a position in Altria Group in Q1 2020 and has held it in 26 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.