Golden State Equity Partners’s Altria Group MO Stock Holding History

Golden State Equity 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	$329K	Sell	4,574 -75,006	-94%	-$5.24M	0.89%	22
2026 Q1	$5.25M	Buy	79,580 +61,670	+344%	+$3.97M	0.4%	42
2025 Q4	$1.03M	Buy	17,910 +4,295	+32%	+$259K	0.17%	140
2025 Q3	$899K	Buy	13,615 +1,728	+15%	+$109K	0.15%	162
2025 Q2	$697K	Buy	11,887 +252	+2%	+$14.8K	0.13%	194
2025 Q1	$698K	Buy	11,635 +549	+5%	+$30K	0.14%	182
2024 Q4	$580K	Buy	11,086 +10,476	+1,717%	+$558K	0.11%	207
2024 Q3	$31.1K	Sell	610 -10,248	-94%	-$518K	0.02%	455
2024 Q2	$495K	Buy	+10,858	New	+$482K	0.1%	218
2023 Q4	$436K	Buy	10,802 +808	+8%	+$33.4K	0.11%	211
2023 Q3	$420K	Sell	9,994 -70	-0.7%	-$3.09K	0.12%	189
2023 Q2	$456K	Buy	+10,064	New	+$456K	0.13%	196

Other funds holding MO

SLAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Equity Partners's MO Position: Q2 2026 in Review

Golden State Equity Partners reduced its Altria Group (MO) stake by 94% in Q2 2026, selling an estimated $5.24M and leaving 4,574 shares worth $329K. The position accounts for 0.89% of the portfolio, ranked #22.

Golden State Equity Partners first reported a position in MO in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.25M in Q1 2026. 1,368 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Golden State Equity Partners held 4,574 shares of Altria Group worth $329K as of Q2 2026.
Golden State Equity Partners sold 75,006 Altria Group shares in Q2 2026, an estimated $5.24M.
Altria Group made up 0.89% of Golden State Equity Partners's portfolio in Q2 2026, its #22 holding.
Golden State Equity Partners first reported a position in Altria Group in Q2 2023 and has held it in 12 quarters since.
Golden State Equity Partners's Altria Group position peaked at $5.25M in Q1 2026.
1,368 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.