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Interchange Capital Partners’s Altria Group MO Stock Holding History

Interchange Capital 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 		$514K Buy
7,143
+1,311
+22% +$91.5K 0.1% 205
2026
Q1 		$352K Sell
5,832
-3,046
-34% -$196K 0.11% 182
2025
Q4 		$512K Sell
8,878
-747
-8% -$45.1K 0.1% 193
2025
Q3 		$636K Buy
9,625
+1,774
+23% +$112K 0.12% 151
2025
Q2 		$460K Buy
7,851
+632
+9% +$37.1K 0.11% 161
2025
Q1 		$433K Buy
7,219
+1,537
+27% +$83.9K 0.12% 155
2024
Q4 		$297K Sell
5,682
-871
-13% -$46.4K 0.11% 188
2024
Q3 		$335K Sell
6,553
-32
-0.5% -$1.62K 0.12% 191
2024
Q2 		$300K Buy
+6,585
New +$292K 0.11% 190
2023
Q4 		– Sell
-4,792
Closed -$212K – 156
2023
Q3 		$212K Buy
4,792
+148
+3% +$6.54K 0.17% 141
2023
Q2 		$210K Sell
4,644
-8,582
-65% -$389K 0.16% 140
2023
Q1 		$588K Buy
13,226
+3,024
+30% +$139K 0.32% 81
2022
Q4 		$466K Sell
10,202
-1,226
-11% -$55.5K 0.48% 52
2022
Q3 		$461K Buy
11,428
+1,611
+16% +$70.3K 0.51% 51
2022
Q2 		$410K Sell
9,817
-648
-6% -$33.6K 0.46% 64
2022
Q1 		$546K Sell
10,465
-78
-0.7% -$3.97K 0.56% 51
2021
Q4 		$499K Buy
+10,543
New +$483K 0.5% 65
2021
Q2 		– Sell
-15,041
Closed -$1.18M – 181
2021
Q1 		$1.18M Buy
15,041
+2,287
+18% +$102K 0.64% 38
2020
Q4 		$522K Buy
+12,754
New +$512K 0.28% 94

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

Interchange Capital Partners's MO Position: Q2 2026 in Review

Interchange Capital Partners increased its Altria Group (MO) stake by 22% in Q2 2026, buying an estimated $91.5K and bringing the position to 7,143 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #205.

Interchange Capital Partners first reported a position in MO in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.18M in Q1 2021. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Interchange Capital Partners held 7,143 shares of Altria Group worth $514K as of Q2 2026.
  • Interchange Capital Partners bought 1,311 Altria Group shares in Q2 2026, an estimated $91.5K.
  • Altria Group made up 0.1% of Interchange Capital Partners's portfolio in Q2 2026, its #205 holding.
  • Interchange Capital Partners first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
  • Interchange Capital Partners's Altria Group position peaked at $1.18M in Q1 2021.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.