EIA
MO icon

Edgemoor Investment Advisors’s Altria Group MO Stock Holding History

Edgemoor 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 		$418K Hold
5,809
– – 0.03% 137
2026
Q1 		$383K Buy
5,809
+183
+3% +$11.8K 0.03% 132
2025
Q4 		$324K Hold
5,626
– – 0.03% 140
2025
Q3 		$372K Hold
5,626
– – 0.03% 143
2025
Q2 		$330K Hold
5,626
– – 0.03% 136
2025
Q1 		$338K Hold
5,626
– – 0.03% 130
2024
Q4 		$294K Hold
5,626
– – 0.03% 137
2024
Q3 		$287K Hold
5,626
– – 0.03% 139
2024
Q2 		$256K Sell
5,626
-151
-3% -$6.7K 0.02% 141
2024
Q1 		$252K Buy
5,777
+41
+0.7% +$1.7K 0.02% 147
2023
Q4 		$231K Sell
5,736
-569
-9% -$23.5K 0.02% 150
2023
Q3 		$265K Hold
6,305
– – 0.03% 137
2023
Q2 		$286K Sell
6,305
-298
-5% -$13.5K 0.03% 131
2023
Q1 		$295K Buy
6,603
+3
+0% +$138 0.04% 128
2022
Q4 		$302K Buy
6,600
+3
+0% +$136 0.04% 135
2022
Q3 		$266K Buy
6,597
+3
+0% +$131 0.04% 121
2022
Q2 		$275K Buy
6,594
+89
+1% +$4.61K 0.03% 130
2022
Q1 		$340K Sell
6,505
-1,191
-15% -$60.7K 0.04% 127
2021
Q4 		$365K Buy
7,696
+2,460
+47% +$113K 0.04% 113
2021
Q3 		$238K Hold
5,236
– – 0.03% 121
2021
Q2 		$250K Hold
5,236
– – 0.02% 125
2021
Q1 		$268K Hold
5,236
– – 0.03% 114
2020
Q4 		$215K Sell
5,236
-600
-10% -$24.1K 0.02% 124
2020
Q3 		$226K Buy
+5,836
New +$243K 0.03% 116

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 $3.38T AUM 44.17% 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

Edgemoor Investment Advisors's MO Position: Q2 2026 in Review

Edgemoor Investment Advisors held its Altria Group (MO) position steady in Q2 2026 at 5,809 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #137.

Edgemoor Investment Advisors first reported a position in MO in Q3 2020 and has held it in 24 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Edgemoor Investment Advisors held 5,809 shares of Altria Group worth $418K as of Q2 2026.
  • Edgemoor Investment Advisors left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.03% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Edgemoor Investment Advisors first reported a position in Altria Group in Q3 2020 and has held it in 24 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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