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Guardian Partners’s Altria Group MO Stock Holding History

Guardian 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 		$1.01M Sell
14,000
-251
-2% -$17.5K 0.09% 115
2026
Q1 		$941K Buy
14,251
+1
+0% +$64 0.08% 120
2025
Q4 		$928K Buy
14,250
+5,000
+54% +$302K 0.07% 132
2025
Q3 		$613K Hold
9,250
– – 0.05% 138
2025
Q2 		$534K Sell
9,250
-125
-1% -$7.34K 0.05% 139
2025
Q1 		$549K Sell
9,375
-125
-1% -$6.83K 0.06% 128
2024
Q4 		$489K Buy
+9,500
New +$506K 0.05% 128

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

Guardian Partners's MO Position: Q2 2026 in Review

Guardian Partners reduced its Altria Group (MO) stake by 1.8% in Q2 2026, selling an estimated $17.5K and leaving 14,000 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #115.

Guardian Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Guardian Partners held 14,000 shares of Altria Group worth $1.01M as of Q2 2026.
  • Guardian Partners sold 251 Altria Group shares in Q2 2026, an estimated $17.5K.
  • Altria Group made up 0.09% of Guardian Partners's portfolio in Q2 2026, its #115 holding.
  • Guardian Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.