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Gerber LLC’s Altria Group MO Stock Holding History

Gerber LLC’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 		$813K Buy
11,298
+2
+0% +$140 0.38% 35
2026
Q1 		$745K Buy
11,296
+4,764
+73% +$307K 0.42% 31
2025
Q4 		$377K Buy
6,532
+2
+0% +$121 0.21% 48
2025
Q3 		$431K Sell
6,530
-1,918
-23% -$122K 0.27% 41
2025
Q2 		$495K Buy
8,448
+2
+0% +$117 0.35% 44
2025
Q1 		$507K Buy
8,446
+3
+0% +$164 0.42% 40
2024
Q4 		$441K Sell
8,443
-64
-0.8% -$3.41K 0.32% 45
2024
Q3 		$434K Buy
8,507
+2
+0% +$101 0.32% 49
2024
Q2 		$387K Buy
8,505
+3
+0% +$133 0.3% 51
2024
Q1 		$371K Sell
8,502
-2,670
-24% -$111K 0.31% 56
2023
Q4 		$451K Buy
+11,172
New +$462K 0.41% 43

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gerber LLC's MO Position: Q2 2026 in Review

Gerber LLC increased its Altria Group (MO) stake by 0.02% in Q2 2026, buying an estimated $140 and bringing the position to 11,298 shares worth $813K. The position accounts for 0.38% of the portfolio, ranked #35.

Gerber LLC first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 1,362 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Gerber LLC held 11,298 shares of Altria Group worth $813K as of Q2 2026.
  • Gerber LLC bought 2 Altria Group shares in Q2 2026, an estimated $140.
  • Altria Group made up 0.38% of Gerber LLC's portfolio in Q2 2026, its #35 holding.
  • Gerber LLC first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.