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Kercheville Advisors’s Altria Group MO Stock Holding History

Kercheville Advisors’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 		$310K Sell
4,313
-95
-2% -$6.63K 0.09% 86
2026
Q1 		$291K Hold
4,408
– – 0.09% 86
2025
Q4 		$269K Buy
4,408
+11
+0.3% +$664 0.07% 94
2025
Q3 		$290K Buy
4,397
+156
+4% +$9.88K 0.09% 86
2025
Q2 		$249K Buy
4,241
+141
+3% +$8.28K 0.09% 85
2025
Q1 		$246K Buy
+4,100
New +$224K 0.1% 75

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

Kercheville Advisors's MO Position: Q2 2026 in Review

Kercheville Advisors reduced its Altria Group (MO) stake by 2.2% in Q2 2026, selling an estimated $6.63K and leaving 4,313 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #86.

Kercheville Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kercheville Advisors held 4,313 shares of Altria Group worth $310K as of Q2 2026.
  • Kercheville Advisors sold 95 Altria Group shares in Q2 2026, an estimated $6.63K.
  • Altria Group made up 0.09% of Kercheville Advisors's portfolio in Q2 2026, its #86 holding.
  • Kercheville Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.