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Griffith & Werner’s Altria Group MO Stock Holding History

Griffith & Werner’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 		$355K Buy
4,939
+72
+1% +$5.03K 0.17% 54
2026
Q1 		$321K Sell
4,867
-479
-9% -$30.8K 0.16% 56
2025
Q4 		$308K Sell
5,346
-81
-1% -$4.89K 0.16% 55
2025
Q3 		$312K Buy
+5,427
New +$344K 0.16% 54
2025
Q1 		$345K Sell
5,755
-478
-8% -$26.1K 0.21% 50
2024
Q4 		$326K Buy
+6,233
New +$332K 0.22% 51

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Griffith & Werner's MO Position: Q2 2026 in Review

Griffith & Werner increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $5.03K and bringing the position to 4,939 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #54.

Griffith & Werner first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Griffith & Werner held 4,939 shares of Altria Group worth $355K as of Q2 2026.
  • Griffith & Werner bought 72 Altria Group shares in Q2 2026, an estimated $5.03K.
  • Altria Group made up 0.17% of Griffith & Werner's portfolio in Q2 2026, its #54 holding.
  • Griffith & Werner first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.