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Indie Asset Partners’s Altria Group MO Stock Holding History

Indie Asset 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 		$292K Buy
4,060
+648
+19% +$45.2K 0.28% 63
2026
Q1 		$225K Buy
+3,412
New +$220K 0.26% 77
2025
Q4 		– Sell
-4,236
Closed -$280K – 84
2025
Q3 		$280K Buy
4,236
+2
+0% +$127 0.37% 58
2025
Q2 		$248K Sell
4,234
-2,685
-39% -$158K 0.45% 53
2025
Q1 		$415K Sell
6,919
-142
-2% -$7.75K 0.36% 49
2024
Q4 		$369K Buy
7,061
+8
+0.1% +$426 0.29% 59
2024
Q3 		$360K Sell
7,053
-2,063
-23% -$104K 0.27% 62
2024
Q2 		$415K Sell
9,116
-18
-0.2% -$799 0.33% 49
2024
Q1 		$398K Buy
9,134
+40
+0.4% +$1.66K 0.35% 46
2023
Q4 		$367K Sell
9,094
-1,467
-14% -$60.7K 0.33% 44
2023
Q3 		$444K Sell
10,561
-91
-0.9% -$4.02K 0.45% 37
2023
Q2 		$483K Buy
10,652
+12
+0.1% +$544 0.52% 32
2023
Q1 		$475K Buy
10,640
+125
+1% +$5.75K 0.55% 34
2022
Q4 		$481K Hold
10,515
– – 0.53% 37
2022
Q3 		$425K Hold
10,515
– – 0.44% 40
2022
Q2 		$439K Buy
10,515
+50
+0.5% +$2.59K 0.39% 45
2022
Q1 		$547K Buy
10,465
+1,024
+11% +$52.2K 0.41% 42
2021
Q4 		$447K Buy
9,441
+43
+0.5% +$1.97K 0.32% 59
2021
Q3 		$428K Buy
9,398
+150
+2% +$7.24K 0.35% 64
2021
Q2 		$441K Sell
9,248
-1,742
-16% -$85.6K 0.36% 59
2021
Q1 		$562K Buy
10,990
+2,075
+23% +$93K 0.64% 37
2020
Q4 		$366K Buy
+8,915
New +$358K 0.43% 62

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

Indie Asset Partners's MO Position: Q2 2026 in Review

Indie Asset Partners increased its Altria Group (MO) stake by 19% in Q2 2026, buying an estimated $45.2K and bringing the position to 4,060 shares worth $292K. The position accounts for 0.28% of the portfolio, ranked #63.

Indie Asset Partners first reported a position in MO in Q4 2020 and has held it in 22 quarters since. The position peaked at $562K in Q1 2021. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Indie Asset Partners held 4,060 shares of Altria Group worth $292K as of Q2 2026.
  • Indie Asset Partners bought 648 Altria Group shares in Q2 2026, an estimated $45.2K.
  • Altria Group made up 0.28% of Indie Asset Partners's portfolio in Q2 2026, its #63 holding.
  • Indie Asset Partners first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • Indie Asset Partners's Altria Group position peaked at $562K in Q1 2021.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.