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Diligent Investors’s Altria Group MO Stock Holding History

Diligent Investors’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 		$615K Buy
8,551
+6
+0.1% +$419 0.14% 191
2026
Q1 		$564K Sell
8,545
-292
-3% -$18.8K 0.14% 186
2025
Q4 		$510K Sell
8,837
-274
-3% -$16.5K 0.13% 192
2025
Q3 		$602K Buy
9,111
+28
+0.3% +$1.77K 0.15% 168
2025
Q2 		$533K Sell
9,083
-415
-4% -$24.4K 0.13% 188
2025
Q1 		$570K Sell
9,498
-2,630
-22% -$144K 0.14% 183
2024
Q4 		$634K Buy
12,128
+8
+0.1% +$426 0.15% 172
2024
Q3 		$619K Sell
12,120
-192
-2% -$9.7K 0.14% 172
2024
Q2 		$561K Sell
12,312
-491
-4% -$21.8K 0.14% 170
2024
Q1 		$558K Buy
12,803
+514
+4% +$21.3K 0.14% 178
2023
Q4 		$496K Buy
+12,289
New +$508K 0.14% 174
2023
Q3 		– Sell
-4,507
Closed -$204K – 305
2023
Q2 		$204K Buy
4,507
+7
+0.2% +$317 0.06% 262
2023
Q1 		$201K Buy
4,500
+7
+0.2% +$322 0.06% 264
2022
Q4 		$205K Buy
+4,493
New +$204K 0.07% 258

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

Diligent Investors's MO Position: Q2 2026 in Review

Diligent Investors increased its Altria Group (MO) stake by 0.07% in Q2 2026, buying an estimated $419 and bringing the position to 8,551 shares worth $615K. The position accounts for 0.14% of the portfolio, ranked #191.

Diligent Investors first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $634K in Q4 2024. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Diligent Investors held 8,551 shares of Altria Group worth $615K as of Q2 2026.
  • Diligent Investors bought 6 Altria Group shares in Q2 2026, an estimated $419.
  • Altria Group made up 0.14% of Diligent Investors's portfolio in Q2 2026, its #191 holding.
  • Diligent Investors first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • Diligent Investors's Altria Group position peaked at $634K in Q4 2024.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.