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Dumont & Blake Investment Advisors’s Altria Group MO Stock Holding History

Dumont & Blake Investment 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 		$212K Buy
+2,951
New +$206K 0.05% 188
2025
Q4 		– Sell
-3,143
Closed -$208K – 207
2025
Q3 		$208K Buy
+3,143
New +$199K 0.05% 194

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

Dumont & Blake Investment Advisors's MO Position: Q2 2026 in Review

Dumont & Blake Investment Advisors opened a new position in Altria Group (MO) in Q2 2026: 2,951 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #188 among its holdings. This is a return to the name: Dumont & Blake Investment Advisors previously reported a position in MO as recently as Q3 2025.

Dumont & Blake Investment Advisors first reported a position in MO in Q3 2025 and has held it in 2 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dumont & Blake Investment Advisors held 2,951 shares of Altria Group worth $212K as of Q2 2026.
  • Altria Group was a new Dumont & Blake Investment Advisors position in Q2 2026.
  • Altria Group made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #188 holding.
  • Dumont & Blake Investment Advisors first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.