Garde Capital’s Altria Group MO Stock Holding History

Garde Capital’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	$238K	Buy	3,306 +7	+0.2%	+$489	0.01%	221
2026 Q1	$218K	Buy	+3,299	New	+$212K	0.01%	193
2025 Q4	–	Sell	-3,315	Closed	-$219K	–	228
2025 Q3	$219K	Buy	3,315 +16	+0.5%	+$1.01K	0.01%	224
2025 Q2	$193K	Hold	3,299	–	–	0.01%	227
2025 Q1	$198K	Sell	3,299 -1,070	-24%	-$58.4K	0.01%	224
2024 Q4	$228K	Hold	4,369	–	–	0.02%	202
2024 Q3	$223K	Hold	4,369	–	–	0.01%	199
2024 Q2	$199K	Hold	4,369	–	–	0.01%	205
2024 Q1	$190K	Buy	4,369 +549	+14%	+$22.8K	0.01%	209
2023 Q4	$154K	Sell	3,820 -567	-13%	-$23.4K	0.01%	234
2023 Q3	$184K	Buy	4,387 +30	+0.7%	+$1.32K	0.02%	199
2023 Q2	$197K	Sell	4,357 -235	-5%	-$10.6K	0.02%	216
2023 Q1	$205K	Hold	4,592	–	–	0.02%	179
2022 Q4	$210K	Hold	4,592	–	–	0.03%	172
2022 Q3	$185K	Hold	4,592	–	–	0.02%	174
2022 Q2	$192K	Hold	4,592	–	–	0.02%	186
2022 Q1	$240K	Sell	4,592 -959	-17%	-$48.8K	0.02%	186
2021 Q4	$263K	Buy	5,551 +4	+0.1%	+$183	0.03%	182
2021 Q3	$252K	Sell	5,547 -213	-4%	-$10.3K	0.03%	174
2021 Q2	$275K	Buy	5,760 +4	+0.1%	+$197	0.03%	170
2021 Q1	$294K	Buy	5,756 +36	+0.6%	+$1.61K	0.03%	150
2020 Q4	$234K	Buy	5,720 +18	+0.3%	+$723	0.03%	166
2020 Q3	$220K	Buy	5,702 +248	+5%	+$10.3K	0.03%	154
2020 Q2	$214K	Buy	5,454 +28	+0.5%	+$1.09K	0.03%	136
2020 Q1	$210K	Hold	5,426	–	–	0.04%	118
2019 Q4	$271K	Hold	5,426	–	–	0.04%	115
2019 Q3	$222K	Sell	5,426 -1,200	-18%	-$55.2K	0.03%	129
2019 Q2	$314K	Hold	6,626	–	–	0.05%	111
2019 Q1	$381K	Sell	6,626 -1,294	-16%	-$66.1K	0.07%	103
2018 Q4	$391K	Buy	7,920 +400	+5%	+$23.2K	0.07%	125
2018 Q3	$431K	Buy	7,520 +1,000	+15%	+$59.4K	0.07%	125
2018 Q2	$370K	Sell	6,520 -1,071	-14%	-$61.8K	0.06%	131
2018 Q1	$473K	Buy	7,591 +2,700	+55%	+$179K	0.09%	107
2017 Q4	$349K	Sell	4,891 -1,500	-23%	-$101K	0.07%	130
2017 Q3	$405K	Buy	6,391 +1,450	+29%	+$96.7K	0.08%	117
2017 Q2	$368K	Buy	4,941 +50	+1%	+$3.66K	0.09%	85
2017 Q1	$349K	Hold	4,891	–	–	0.09%	78
2016 Q4	$331K	Hold	4,891	–	–	0.1%	81
2016 Q3	$266K	Hold	4,891	–	–	0.09%	122
2016 Q2	$337K	Sell	4,891 -36	-0.7%	-$2.31K	0.11%	76
2016 Q1	$309K	Buy	4,927 +36	+0.7%	+$2.18K	0.1%	78
2015 Q4	$285K	Hold	4,891	–	–	0.1%	79
2015 Q3	$266K	Sell	4,891 -9	-0.2%	-$483	0.09%	122
2015 Q2	$240K	Sell	4,900 -99	-2%	-$5.02K	0.07%	128
2015 Q1	$250K	Hold	4,999	–	–	0.08%	128
2014 Q4	$246K	Hold	4,999	–	–	0.08%	126
2014 Q3	$230K	Hold	4,999	–	–	0.09%	94
2014 Q2	$210K	Buy	+4,999	New	+$201K	0.08%	91

Other funds holding MO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Garde Capital's MO Position: Q2 2026 in Review

Garde Capital increased its Altria Group (MO) stake by 0.21% in Q2 2026, buying an estimated $489 and bringing the position to 3,306 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #221.

Garde Capital first reported a position in MO in Q2 2014 and has held it in 48 quarters since. The position peaked at $473K in Q1 2018. 1,782 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Garde Capital held 3,306 shares of Altria Group worth $238K as of Q2 2026.
Garde Capital bought 7 Altria Group shares in Q2 2026, an estimated $489.
Altria Group made up 0.01% of Garde Capital's portfolio in Q2 2026, its #221 holding.
Garde Capital first reported a position in Altria Group in Q2 2014 and has held it in 48 quarters since.
Garde Capital's Altria Group position peaked at $473K in Q1 2018.
1,782 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.