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Diversified Management’s Altria Group MO Stock Holding History

Diversified 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
2026
Q2 		$547K Sell
7,603
-918
-11% -$64.1K 0.12% 94
2026
Q1 		$562K Buy
8,521
+918
+12% +$59.1K 0.1% 175
2025
Q4 		$438K Buy
+7,603
New +$459K 0.1% 108

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

Diversified Management's MO Position: Q2 2026 in Review

Diversified Management reduced its Altria Group (MO) stake by 11% in Q2 2026, selling an estimated $64.1K and leaving 7,603 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #94.

Diversified Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $562K in Q1 2026. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Diversified Management held 7,603 shares of Altria Group worth $547K as of Q2 2026.
  • Diversified Management sold 918 Altria Group shares in Q2 2026, an estimated $64.1K.
  • Altria Group made up 0.12% of Diversified Management's portfolio in Q2 2026, its #94 holding.
  • Diversified Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Altria Group position peaked at $562K in Q1 2026.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.