Frank Rimerman Advisors’s Altria Group MO Stock Holding History

Frank Rimerman 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	$4.82M	Buy	66,975 +191	+0.3%	+$13.3K	0.27%	58
2026 Q1	$4.41M	Buy	66,784 +5,937	+10%	+$382K	0.29%	59
2025 Q4	$3.51M	Sell	60,847 -8,150	-12%	-$492K	0.22%	76
2025 Q3	$4.56M	Buy	68,997 +1,529	+2%	+$96.9K	0.29%	55
2025 Q2	$3.96M	Buy	67,468 +8,968	+15%	+$527K	0.27%	57
2025 Q1	$3.51M	Sell	58,500 -8,831	-13%	-$482K	0.28%	59
2024 Q4	$3.52M	Buy	67,331 +6,484	+11%	+$345K	0.26%	62
2024 Q3	$3.11M	Sell	60,847 -24,275	-29%	-$1.23M	0.22%	75
2024 Q2	$3.88M	Buy	85,122 +85,108	+607,914%	+$3.78M	0.27%	57
2024 Q1	$611	Buy	+14	New	+$580	﹤0.01%	331

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frank Rimerman Advisors's MO Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Altria Group (MO) stake by 0.29% in Q2 2026, buying an estimated $13.3K and bringing the position to 66,975 shares worth $4.82M. The position accounts for 0.27% of the portfolio, ranked #58.

Frank Rimerman Advisors first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Frank Rimerman Advisors held 66,975 shares of Altria Group worth $4.82M as of Q2 2026.
Frank Rimerman Advisors bought 191 Altria Group shares in Q2 2026, an estimated $13.3K.
Altria Group made up 0.27% of Frank Rimerman Advisors's portfolio in Q2 2026, its #58 holding.
Frank Rimerman Advisors first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.