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Lane Brothers & Co’s Altria Group MO Stock Holding History

Lane Brothers & Co’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 		$325K Buy
4,522
+107
+2% +$7.47K 0.21% 63
2026
Q1 		$291K Buy
4,415
+68
+2% +$4.38K 0.21% 63
2025
Q4 		$251K Buy
+4,347
New +$262K 0.18% 72

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

Lane Brothers & Co's MO Position: Q2 2026 in Review

Lane Brothers & Co increased its Altria Group (MO) stake by 2.4% in Q2 2026, buying an estimated $7.47K and bringing the position to 4,522 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #63.

Lane Brothers & Co first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,552 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lane Brothers & Co held 4,522 shares of Altria Group worth $325K as of Q2 2026.
  • Lane Brothers & Co bought 107 Altria Group shares in Q2 2026, an estimated $7.47K.
  • Altria Group made up 0.21% of Lane Brothers & Co's portfolio in Q2 2026, its #63 holding.
  • Lane Brothers & Co first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,552 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.