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IEQ Capital’s Altria Group MO Stock Holding History

IEQ Capital’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 		$9.89M Buy
137,401
+120,889
+732% +$8.44M 0.05% 348
2026
Q1 		$1.09M Sell
16,512
-136,177
-89% -$8.76M 0.01% 1004
2025
Q4 		$8.8M Sell
152,689
-41,688
-21% -$2.52M 0.03% 377
2025
Q3 		$12.8M Buy
194,377
+178,341
+1,112% +$11.3M 0.04% 269
2025
Q2 		$940K Sell
16,036
-11,714
-42% -$688K 0.01% 880
2025
Q1 		$1.67M Sell
27,750
-19,847
-42% -$1.08M 0.01% 626
2024
Q4 		$2.49M Sell
47,597
-27,608
-37% -$1.47M 0.02% 446
2024
Q3 		$3.84M Buy
75,205
+9,459
+14% +$478K 0.05% 232
2024
Q2 		$2.99M Buy
65,746
+4,364
+7% +$194K 0.04% 257
2024
Q1 		$2.68M Buy
61,382
+9,333
+18% +$387K 0.04% 269
2023
Q4 		$2.1M Buy
52,049
+7,602
+17% +$314K 0.03% 283
2023
Q3 		$1.87M Sell
44,447
-1,538
-3% -$68K 0.04% 276
2023
Q2 		$2.08M Sell
45,985
-12,291
-21% -$557K 0.04% 264
2023
Q1 		$2.6M Buy
58,276
+17,670
+44% +$812K 0.06% 212
2022
Q4 		$1.86M Buy
40,606
+4,121
+11% +$187K 0.05% 252
2022
Q3 		$1.47M Buy
36,485
+17,444
+92% +$761K 0.04% 283
2022
Q2 		$795K Sell
19,041
-11,730
-38% -$607K 0.02% 352
2022
Q1 		$1.61M Buy
30,771
+10,057
+49% +$512K 0.04% 243
2021
Q4 		$982K Sell
20,714
-8,646
-29% -$396K 0.02% 312
2021
Q3 		$1.34M Buy
29,360
+11,019
+60% +$532K 0.04% 242
2021
Q2 		$874K Buy
18,341
+6,048
+49% +$297K 0.03% 276
2021
Q1 		$629K Buy
12,293
+1,734
+16% +$77.7K 0.03% 250
2020
Q4 		$433K Buy
10,559
+1,129
+12% +$45.3K 0.02% 196
2020
Q3 		$364K Buy
9,430
+4,238
+82% +$176K 0.02% 274
2020
Q2 		$204K Sell
5,192
-4,031
-44% -$157K 0.01% 294
2020
Q1 		$357K Sell
9,223
-4,100
-31% -$182K 0.03% 251
2019
Q4 		$665K Buy
+13,323
New +$628K 0.06% 190

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 $3.38T AUM 44.17% 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

IEQ Capital's MO Position: Q2 2026 in Review

IEQ Capital increased its Altria Group (MO) stake by 732% in Q2 2026, buying an estimated $8.44M and bringing the position to 137,401 shares worth $9.89M. The position accounts for 0.05% of the portfolio, ranked #348.

IEQ Capital first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.8M in Q3 2025. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • IEQ Capital held 137,401 shares of Altria Group worth $9.89M as of Q2 2026.
  • IEQ Capital bought 120,889 Altria Group shares in Q2 2026, an estimated $8.44M.
  • Altria Group made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #348 holding.
  • IEQ Capital first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Altria Group position peaked at $12.8M in Q3 2025.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.