DLA
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Douglas Lane & Associates’s Altria Group MO Stock Holding History

Douglas Lane & Associates’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 		$228K Sell
3,176
-325
-9% -$22.7K ﹤0.01% 242
2026
Q1 		$231K Sell
3,501
-180
-5% -$11.6K ﹤0.01% 225
2025
Q4 		$212K Sell
3,681
-3,046
-45% -$184K ﹤0.01% 230
2025
Q3 		$444K Sell
6,727
-32
-0.5% -$2.03K 0.01% 183
2025
Q2 		$396K Sell
6,759
-912
-12% -$53.6K 0.01% 193
2025
Q1 		$460K Buy
7,671
+2,940
+62% +$161K 0.01% 185
2024
Q4 		$247K Buy
+4,731
New +$252K ﹤0.01% 216
2020
Q1 		– Sell
-6,299
Closed -$314K – 203
2019
Q4 		$314K Sell
6,299
-1,792
-22% -$84.5K 0.01% 180
2019
Q3 		$331K Sell
8,091
-2,261
-22% -$104K 0.01% 181
2019
Q2 		$490K Sell
10,352
-4,393
-30% -$230K 0.01% 172
2019
Q1 		$847K Sell
14,745
-257
-2% -$13.1K 0.02% 153
2018
Q4 		$741K Sell
15,002
-874
-6% -$50.6K 0.02% 150
2018
Q3 		$958K Sell
15,876
-1,231
-7% -$73.1K 0.02% 149
2018
Q2 		$972K Buy
17,107
+6,033
+54% +$348K 0.02% 143
2018
Q1 		$690K Buy
11,074
+1,389
+14% +$92K 0.02% 153
2017
Q4 		$692K Sell
9,685
-358
-4% -$24K 0.01% 156
2017
Q3 		$637K Sell
10,043
-3,296
-25% -$220K 0.01% 162
2017
Q2 		$993K Sell
13,339
-2,132
-14% -$156K 0.02% 151
2017
Q1 		$1.1M Sell
15,471
-1,450
-9% -$105K 0.03% 149
2016
Q4 		$1.14M Buy
16,921
+223
+1% +$14.4K 0.03% 147
2016
Q3 		$1.06M Sell
16,698
-3,553
-18% -$236K 0.03% 152
2016
Q2 		$1.4M Buy
20,251
+1,099
+6% +$70.4K 0.04% 148
2016
Q1 		$1.2M Buy
+19,152
New +$1.16M 0.03% 151

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

Douglas Lane & Associates's MO Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Altria Group (MO) stake by 9.3% in Q2 2026, selling an estimated $22.7K and leaving 3,176 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Douglas Lane & Associates first reported a position in MO in Q1 2016 and has held it in 23 quarters since. The position peaked at $1.4M in Q2 2016. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Douglas Lane & Associates held 3,176 shares of Altria Group worth $228K as of Q2 2026.
  • Douglas Lane & Associates sold 325 Altria Group shares in Q2 2026, an estimated $22.7K.
  • Altria Group made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #242 holding.
  • Douglas Lane & Associates first reported a position in Altria Group in Q1 2016 and has held it in 23 quarters since.
  • Douglas Lane & Associates's Altria Group position peaked at $1.4M in Q2 2016.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.