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Denali Advisors’s Altria Group MO Stock Holding History

Denali 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 		$8.45M Buy
117,440
+241
+0.2% +$16.8K 0.85% 27
2026
Q1 		$7.73M Buy
117,199
+2,768
+2% +$178K 0.86% 31
2025
Q4 		$6.6M Sell
114,431
-1,812
-2% -$109K 0.73% 42
2025
Q3 		$7.68M Sell
116,243
-21,719
-16% -$1.38M 0.87% 22
2025
Q2 		$8.09M Buy
137,962
+14,723
+12% +$865K 0.84% 22
2025
Q1 		$7.4M Buy
123,239
+49,629
+67% +$2.71M 0.84% 21
2024
Q4 		$3.85M Buy
+73,610
New +$3.92M 0.4% 88
2020
Q1 		– Sell
-47,200
Closed -$2.36M – 352
2019
Q4 		$2.36M Sell
47,200
-41,300
-47% -$1.95M 0.33% 78
2019
Q3 		$3.62M Buy
88,500
+12,700
+17% +$584K 0.51% 62
2019
Q2 		$3.59M Buy
75,800
+9,900
+15% +$518K 0.54% 59
2019
Q1 		$3.79M Sell
65,900
-11,800
-15% -$603K 0.61% 54
2018
Q4 		$3.84M Buy
77,700
+6,400
+9% +$371K 0.64% 49
2018
Q3 		$4.3M Buy
+71,300
New +$4.23M 0.63% 50

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

Denali Advisors's MO Position: Q2 2026 in Review

Denali Advisors increased its Altria Group (MO) stake by 0.21% in Q2 2026, buying an estimated $16.8K and bringing the position to 117,440 shares worth $8.45M. The position accounts for 0.85% of the portfolio, ranked #27.

Denali Advisors first reported a position in MO in Q3 2018 and has held it in 13 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Denali Advisors held 117,440 shares of Altria Group worth $8.45M as of Q2 2026.
  • Denali Advisors bought 241 Altria Group shares in Q2 2026, an estimated $16.8K.
  • Altria Group made up 0.85% of Denali Advisors's portfolio in Q2 2026, its #27 holding.
  • Denali Advisors first reported a position in Altria Group in Q3 2018 and has held it in 13 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.