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Freestone Grove Partners’s Altria Group MO Stock Holding History

Freestone Grove Partners’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 		$7.88M Sell
109,549
-959,772
-90% -$67M 0.05% 313
2026
Q1 		$70.6M Buy
+1,069,321
New +$68.8M 0.5% 46
2025
Q4 		– Sell
-1,354,221
Closed -$89.5M – 859
2025
Q3 		$89.5M Buy
+1,354,221
New +$85.8M 0.67% 22
2025
Q2 		– Sell
-696,566
Closed -$41.8M – 792
2025
Q1 		$41.8M Buy
+696,566
New +$38M 0.43% 69

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

Freestone Grove Partners's MO Position: Q2 2026 in Review

Freestone Grove Partners reduced its Altria Group (MO) stake by 90% in Q2 2026, selling an estimated $67M and leaving 109,549 shares worth $7.88M. The position accounts for 0.05% of the portfolio, ranked #313.

Freestone Grove Partners first reported a position in MO in Q1 2025 and has held it in 4 quarters since. The position peaked at $89.5M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Freestone Grove Partners held 109,549 shares of Altria Group worth $7.88M as of Q2 2026.
  • Freestone Grove Partners sold 959,772 Altria Group shares in Q2 2026, an estimated $67M.
  • Altria Group made up 0.05% of Freestone Grove Partners's portfolio in Q2 2026, its #313 holding.
  • Freestone Grove Partners first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Altria Group position peaked at $89.5M in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.