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Herold Advisors’s Altria Group MO Stock Holding History

Herold Advisors’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 		$701K Sell
9,717
-62
-0.6% -$4.33K 0.14% 152
2026
Q1 		$645K Buy
9,779
+94
+1% +$6.05K 0.14% 150
2025
Q4 		$558K Sell
9,685
-2,057
-18% -$124K 0.12% 161
2025
Q3 		$776K Sell
11,742
-361
-3% -$22.9K 0.18% 131
2025
Q2 		$710K Buy
12,103
+435
+4% +$25.5K 0.15% 150
2025
Q1 		$700K Buy
11,668
+159
+1% +$8.68K 0.15% 150
2024
Q4 		$602K Buy
11,509
+142
+1% +$7.56K 0.13% 168
2024
Q3 		$580K Buy
11,367
+171
+2% +$8.64K 0.13% 177
2024
Q2 		$510K Buy
11,196
+125
+1% +$5.55K 0.12% 176
2024
Q1 		$483K Sell
11,071
-292
-3% -$12.1K 0.12% 183
2023
Q4 		$458K Sell
11,363
-2,135
-16% -$88.3K 0.13% 167
2023
Q3 		$568K Buy
13,498
+5,241
+63% +$232K 0.17% 144
2023
Q2 		$374K Sell
8,257
-201
-2% -$9.1K 0.11% 179
2023
Q1 		$377K Buy
8,458
+430
+5% +$19.8K 0.13% 160
2022
Q4 		$367K Buy
8,028
+1,273
+19% +$57.7K 0.16% 139
2022
Q3 		$272K Hold
6,755
– – 0.13% 155
2022
Q2 		$282K Hold
6,755
– – 0.13% 161
2022
Q1 		$353K Buy
6,755
+1,510
+29% +$76.9K 0.13% 148
2021
Q4 		$248K Hold
5,245
– – 0.1% 178
2021
Q3 		$238K Buy
+5,245
New +$253K 0.09% 177

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

Herold Advisors's MO Position: Q2 2026 in Review

Herold Advisors reduced its Altria Group (MO) stake by 0.63% in Q2 2026, selling an estimated $4.33K and leaving 9,717 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #152.

Herold Advisors first reported a position in MO in Q3 2021 and has held it in 20 quarters since. The position peaked at $776K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Herold Advisors held 9,717 shares of Altria Group worth $701K as of Q2 2026.
  • Herold Advisors sold 62 Altria Group shares in Q2 2026, an estimated $4.33K.
  • Altria Group made up 0.14% of Herold Advisors's portfolio in Q2 2026, its #152 holding.
  • Herold Advisors first reported a position in Altria Group in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Altria Group position peaked at $776K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.