Graver Capital Management’s Altria Group MO Stock Holding History

Graver Capital Management’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	$360K	Hold	5,000	–	–	0.26%	18
2026 Q1	$330K	Hold	5,000	–	–	0.25%	19
2025 Q4	$288K	Hold	5,000	–	–	0.23%	22
2025 Q3	$330K	Hold	5,000	–	–	0.28%	19
2025 Q2	$293K	Hold	5,000	–	–	0.26%	21
2025 Q1	$300K	Hold	5,000	–	–	0.31%	21
2024 Q4	$261K	Buy	+5,000	New	+$266K	0.27%	22

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

Graver Capital Management's MO Position: Q2 2026 in Review

Graver Capital Management held its Altria Group (MO) position steady in Q2 2026 at 5,000 shares worth $360K. The position accounts for 0.26% of the portfolio, ranked #18.

Graver Capital Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Graver Capital Management held 5,000 shares of Altria Group worth $360K as of Q2 2026.
Graver Capital Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.26% of Graver Capital Management's portfolio in Q2 2026, its #18 holding.
Graver Capital Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.