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Inscription Capital’s Altria Group MO Stock Holding History

Inscription 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 		$761K Buy
10,583
+1,764
+20% +$123K 0.07% 269
2026
Q1 		$582K Sell
8,819
-363
-4% -$23.4K 0.06% 319
2025
Q4 		$529K Buy
9,182
+26
+0.3% +$1.57K 0.05% 345
2025
Q3 		$605K Buy
9,156
+2,559
+39% +$162K 0.07% 303
2025
Q2 		$387K Sell
6,597
-13,716
-68% -$806K 0.06% 281
2025
Q1 		$886K Buy
+20,313
New +$1.11M 0.15% 114
2024
Q3 		$851K Sell
16,683
-1,891
-10% -$95.6K 0.13% 126
2024
Q2 		$846K Sell
18,574
-1,739
-9% -$77.2K 0.14% 117
2024
Q1 		$886K Buy
20,313
+9,487
+88% +$393K 0.15% 114
2023
Q4 		$437K Sell
10,826
-108
-1% -$4.47K 0.12% 133
2023
Q3 		$460K Hold
10,934
– – 0.15% 106
2023
Q2 		$495K Hold
10,934
– – 0.15% 106
2023
Q1 		$488K Buy
10,934
+165
+2% +$7.58K 0.13% 118
2022
Q4 		$492K Sell
10,769
-50
-0.5% -$2.27K 0.17% 109
2022
Q3 		$437K Buy
10,819
+50
+0.5% +$2.18K 0.12% 117
2022
Q2 		$450K Sell
10,769
-325
-3% -$16.8K 0.08% 164
2022
Q1 		$590K Buy
11,094
+323
+3% +$16.5K 0.17% 108
2021
Q4 		$520K Sell
10,771
-100
-0.9% -$4.58K 0.14% 132
2021
Q3 		$505K Sell
10,871
-3,982
-27% -$192K 0.16% 122
2021
Q2 		$708K Buy
14,853
+3,882
+35% +$191K 0.08% 164
2021
Q1 		$571K Hold
10,971
– – 0.19% 103
2020
Q4 		$459K Sell
10,971
-654
-6% -$26.3K 0.18% 105
2020
Q3 		$459K Hold
11,625
– – 0.2% 93
2020
Q2 		$466K Hold
11,625
– – 0.26% 74
2020
Q1 		$459K Sell
11,625
-100
-0.9% -$4.44K 0.31% 69
2019
Q4 		$595K Sell
11,725
-100
-0.8% -$4.72K 0.26% 79
2019
Q3 		$494K Buy
11,825
+6,475
+121% +$298K 0.27% 89
2019
Q2 		$250K Buy
5,350
+3,517
+192% +$184K 0.19% 89
2019
Q1 		$107K Hold
1,833
– – 0.06% 154
2018
Q4 		$92K Buy
+1,833
New +$106K 0.05% 165

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

Inscription Capital's MO Position: Q2 2026 in Review

Inscription Capital increased its Altria Group (MO) stake by 20% in Q2 2026, buying an estimated $123K and bringing the position to 10,583 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #269.

Inscription Capital first reported a position in MO in Q4 2018 and has held it in 30 quarters since. The position peaked at $886K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Inscription Capital held 10,583 shares of Altria Group worth $761K as of Q2 2026.
  • Inscription Capital bought 1,764 Altria Group shares in Q2 2026, an estimated $123K.
  • Altria Group made up 0.07% of Inscription Capital's portfolio in Q2 2026, its #269 holding.
  • Inscription Capital first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • Inscription Capital's Altria Group position peaked at $886K in Q1 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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