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GLOBALT Investments’s Altria Group MO Stock Holding History

GLOBALT Investments’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 		$4.4M Sell
61,200
-779
-1% -$54.4K 0.15% 80
2026
Q1 		$4.09M Sell
61,979
-1,721
-3% -$111K 0.15% 81
2025
Q4 		$3.67M Sell
63,700
-1,842
-3% -$111K 0.13% 88
2025
Q3 		$4.33M Sell
65,542
-1,202
-2% -$76.2K 0.16% 88
2025
Q2 		$3.91M Sell
66,744
-4,481
-6% -$263K 0.15% 91
2025
Q1 		$4.27M Buy
71,225
+890
+1% +$48.6K 0.17% 82
2024
Q4 		$3.68M Sell
70,335
-855
-1% -$45.5K 0.14% 90
2024
Q3 		$3.63M Sell
71,190
-37,773
-35% -$1.91M 0.14% 88
2024
Q2 		$4.96M Sell
108,963
-1,465
-1% -$65K 0.2% 70
2024
Q1 		$4.82M Buy
110,428
+2,306
+2% +$95.6K 0.19% 73
2023
Q4 		$4.36M Buy
+108,122
New +$4.47M 0.18% 77

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

GLOBALT Investments's MO Position: Q2 2026 in Review

GLOBALT Investments reduced its Altria Group (MO) stake by 1.3% in Q2 2026, selling an estimated $54.4K and leaving 61,200 shares worth $4.4M. The position accounts for 0.15% of the portfolio, ranked #80.

GLOBALT Investments first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q2 2024. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • GLOBALT Investments held 61,200 shares of Altria Group worth $4.4M as of Q2 2026.
  • GLOBALT Investments sold 779 Altria Group shares in Q2 2026, an estimated $54.4K.
  • Altria Group made up 0.15% of GLOBALT Investments's portfolio in Q2 2026, its #80 holding.
  • GLOBALT Investments first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Altria Group position peaked at $4.96M in Q2 2024.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.