GI
MO icon

Gradient Investments’s Altria Group MO Stock Holding History

Gradient 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 		$16.9M Buy
234,911
+3,558
+2% +$248K 0.23% 124
2026
Q1 		$15.3M Buy
231,353
+3,271
+1% +$210K 0.24% 125
2025
Q4 		$13.2M Buy
228,082
+2,672
+1% +$161K 0.21% 141
2025
Q3 		$14.9M Buy
+225,410
New +$14.3M 0.25% 118
2024
Q3 		– Sell
-4,100
Closed -$187K – 917
2024
Q2 		$187K Buy
4,100
+2,349
+134% +$104K ﹤0.01% 332
2024
Q1 		$76.4K Sell
1,751
-3,375
-66% -$140K ﹤0.01% 382
2023
Q4 		$207K Sell
5,126
-83
-2% -$3.43K 0.01% 333
2023
Q3 		$219K Sell
5,209
-3,134
-38% -$138K 0.01% 309
2023
Q2 		$378K Sell
8,343
-713
-8% -$32.3K 0.01% 263
2023
Q1 		$404K Buy
9,056
+380
+4% +$17.5K 0.01% 246
2022
Q4 		$397K Sell
8,676
-1,072
-11% -$48.6K 0.01% 247
2022
Q3 		$394K Buy
9,748
+283
+3% +$12.3K 0.01% 237
2022
Q2 		$395K Sell
9,465
-1,523
-14% -$78.9K 0.01% 243
2022
Q1 		$574K Buy
10,988
+1,248
+13% +$63.6K 0.01% 203
2021
Q4 		$462K Buy
9,740
+567
+6% +$26K 0.01% 225
2021
Q3 		$418K Sell
9,173
-314
-3% -$15.2K 0.01% 234
2021
Q2 		$452K Sell
9,487
-3,398
-26% -$167K 0.01% 226
2021
Q1 		$659K Buy
12,885
+169
+1% +$7.57K 0.02% 184
2020
Q4 		$491K Sell
12,716
-92
-0.7% -$3.69K 0.02% 197
2020
Q3 		$495K Buy
12,808
+2,323
+22% +$96.7K 0.02% 205
2020
Q2 		$412K Buy
10,485
+1,585
+18% +$61.8K 0.02% 206
2020
Q1 		$344K Buy
8,900
+1,755
+25% +$77.9K 0.02% 208
2019
Q4 		$357K Buy
7,145
+134
+2% +$6.32K 0.02% 229
2019
Q3 		$287K Buy
7,011
+3,078
+78% +$142K 0.01% 241
2019
Q2 		$186K Buy
3,933
+620
+19% +$32.5K 0.01% 264
2019
Q1 		$190K Sell
3,313
-156,137
-98% -$7.98M 0.01% 251
2018
Q4 		$7.88M Sell
159,450
-9,159
-5% -$531K 0.47% 54
2018
Q3 		$10.2M Buy
168,609
+8,193
+5% +$486K 0.52% 35
2018
Q2 		$9.11M Buy
160,416
+31,139
+24% +$1.8M 0.49% 39
2018
Q1 		$8.06M Buy
129,277
+13,731
+12% +$909K 0.44% 66
2017
Q4 		$8.25M Buy
115,546
+8,747
+8% +$586K 0.48% 41
2017
Q3 		$6.77M Buy
106,799
+104,515
+4,576% +$6.97M 0.43% 68
2017
Q2 		$170K Sell
2,284
-229
-9% -$16.8K 0.01% 228
2017
Q1 		$179K Sell
2,513
-81,358
-97% -$5.89M 0.01% 224
2016
Q4 		$5.67M Buy
83,871
+10,790
+15% +$695K 0.5% 45
2016
Q3 		$4.62M Buy
73,081
+5,386
+8% +$358K 0.45% 60
2016
Q2 		$4.67M Buy
67,695
+6,122
+10% +$392K 0.51% 35
2016
Q1 		$3.86M Sell
61,573
-6,694
-10% -$405K 0.48% 59
2015
Q4 		$3.97M Sell
68,267
-125
-0.2% -$7.25K 0.53% 31
2015
Q3 		$3.72M Sell
68,392
-6,028
-8% -$323K 0.53% 30
2015
Q2 		$3.64M Buy
74,420
+4,052
+6% +$205K 0.5% 54
2015
Q1 		$3.52M Buy
70,368
+2,109
+3% +$112K 0.53% 60
2014
Q4 		$3.36M Sell
68,259
-1,683
-2% -$82K 0.55% 46
2014
Q3 		$3.21M Buy
69,942
+6,115
+10% +$262K 0.58% 27
2014
Q2 		$2.68M Buy
63,827
+7,581
+13% +$305K 0.53% 39
2014
Q1 		$2.1M Buy
56,246
+7,224
+15% +$263K 0.49% 52
2013
Q4 		$1.88M Buy
49,022
+6,778
+16% +$250K 0.5% 46
2013
Q3 		$1.45M Buy
42,244
+8,442
+25% +$297K 0.46% 57
2013
Q2 		$1.18M Buy
+33,802
New +$1.21M 0.44% 57

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Gradient Investments's MO Position: Q2 2026 in Review

Gradient Investments increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $248K and bringing the position to 234,911 shares worth $16.9M. The position accounts for 0.23% of the portfolio, ranked #124.

Gradient Investments first reported a position in MO in Q2 2013 and has held it in 49 quarters since. 642 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Gradient Investments held 234,911 shares of Altria Group worth $16.9M as of Q2 2026.
  • Gradient Investments bought 3,558 Altria Group shares in Q2 2026, an estimated $248K.
  • Altria Group made up 0.23% of Gradient Investments's portfolio in Q2 2026, its #124 holding.
  • Gradient Investments first reported a position in Altria Group in Q2 2013 and has held it in 49 quarters since.
  • 642 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.