Ironwood Investment Counsel’s Altria Group MO Stock Holding History

Ironwood Investment Counsel’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	$240K	Sell	3,329 -2	-0.1%	-$140	0.03%	257
2026 Q1	$220K	Buy	+3,331	New	+$214K	0.03%	253
2025 Q2	–	Sell	-4,721	Closed	-$283K	–	269
2025 Q1	$283K	Buy	4,721 +187	+4%	+$10.2K	0.05%	204
2024 Q4	$237K	Buy	4,534 +53	+1%	+$2.82K	0.04%	226
2024 Q3	$229K	Buy	4,481 +54	+1%	+$2.73K	0.04%	239
2024 Q2	$202K	Buy	+4,427	New	+$196K	0.04%	249
2022 Q2	–	Sell	-4,380	Closed	-$228K	–	207
2022 Q1	$228K	Buy	4,380 +40	+0.9%	+$2.04K	0.06%	189
2021 Q4	$205K	Buy	+4,340	New	+$199K	0.05%	204

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ironwood Investment Counsel's MO Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its Altria Group (MO) stake by 0.06% in Q2 2026, selling an estimated $140 and leaving 3,329 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #257.

Ironwood Investment Counsel first reported a position in MO in Q4 2021 and has held it in 8 quarters since. The position peaked at $283K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Ironwood Investment Counsel held 3,329 shares of Altria Group worth $240K as of Q2 2026.
Ironwood Investment Counsel sold 2 Altria Group shares in Q2 2026, an estimated $140.
Altria Group made up 0.03% of Ironwood Investment Counsel's portfolio in Q2 2026, its #257 holding.
Ironwood Investment Counsel first reported a position in Altria Group in Q4 2021 and has held it in 8 quarters since.
Ironwood Investment Counsel's Altria Group position peaked at $283K in Q1 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.