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InceptionR’s Altria Group MO Stock Holding History

InceptionR’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 		$1.48M Sell
20,568
-508
-2% -$35.5K 0.36% 45
2026
Q1 		$1.39M Sell
21,076
-5,441
-21% -$350K 0.33% 68
2025
Q4 		$1.53M Buy
26,517
+11,962
+82% +$722K 0.42% 26
2025
Q3 		$962K Sell
14,555
-12,742
-47% -$807K 0.23% 135
2025
Q2 		$1.6M Buy
27,297
+22,692
+493% +$1.33M 0.37% 53
2025
Q1 		$276K Sell
4,605
-28,174
-86% -$1.54M 0.08% 397
2024
Q4 		$1.71M Buy
+32,779
New +$1.75M 0.38% 53
2024
Q1 		– Sell
-10,521
Closed -$424K – 666
2023
Q4 		$424K Sell
10,521
-13,767
-57% -$569K 0.3% 135
2023
Q3 		$1.02M Buy
24,288
+6,594
+37% +$291K 0.58% 17
2023
Q2 		$802K Sell
17,694
-14,551
-45% -$659K 0.43% 57
2023
Q1 		$1.44M Buy
+32,245
New +$1.48M 0.46% 46

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

InceptionR's MO Position: Q2 2026 in Review

InceptionR reduced its Altria Group (MO) stake by 2.4% in Q2 2026, selling an estimated $35.5K and leaving 20,568 shares worth $1.48M. The position accounts for 0.36% of the portfolio, ranked #45.

InceptionR first reported a position in MO in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • InceptionR held 20,568 shares of Altria Group worth $1.48M as of Q2 2026.
  • InceptionR sold 508 Altria Group shares in Q2 2026, an estimated $35.5K.
  • Altria Group made up 0.36% of InceptionR's portfolio in Q2 2026, its #45 holding.
  • InceptionR first reported a position in Altria Group in Q1 2023 and has held it in 11 quarters since.
  • InceptionR's Altria Group position peaked at $1.71M in Q4 2024.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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