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LaSalle St. Investment Advisors’s Altria Group MO Stock Holding History

LaSalle St. Investment 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 		$1.55M Sell
21,476
-117
-0.5% -$8.17K 0.19% 97
2026
Q1 		$1.42M Buy
21,593
+3,830
+22% +$246K 0.2% 87
2025
Q4 		$1.02M Buy
17,763
+3,568
+25% +$215K 0.16% 99
2025
Q3 		$937K Buy
14,195
+36
+0.3% +$2.28K 0.17% 97
2025
Q2 		$830K Buy
14,159
+108
+0.8% +$6.34K 0.23% 96
2025
Q1 		$843K Buy
14,051
+134
+1% +$7.32K 0.2% 96
2024
Q4 		$727K Buy
13,917
+7,390
+113% +$394K 0.23% 85
2024
Q3 		$333K Buy
6,527
+321
+5% +$16.2K 0.13% 129
2024
Q2 		$283K Sell
6,206
-328
-5% -$14.6K 0.14% 116
2024
Q1 		$278K Buy
+6,534
New +$271K 0.16% 100
2023
Q4 		– Sell
-6,504
Closed -$273K – 134
2023
Q3 		$273K Buy
6,504
+617
+10% +$27.3K 0.13% 96
2023
Q2 		$266K Sell
5,887
-1,816
-24% -$82.3K 0.12% 94
2023
Q1 		$343K Buy
7,703
+547
+8% +$25.1K 0.15% 79
2022
Q4 		$327K Buy
+7,156
New +$324K 0.15% 71

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

LaSalle St. Investment Advisors's MO Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Altria Group (MO) stake by 0.54% in Q2 2026, selling an estimated $8.17K and leaving 21,476 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #97.

LaSalle St. Investment Advisors first reported a position in MO in Q4 2022 and has held it in 14 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LaSalle St. Investment Advisors held 21,476 shares of Altria Group worth $1.55M as of Q2 2026.
  • LaSalle St. Investment Advisors sold 117 Altria Group shares in Q2 2026, an estimated $8.17K.
  • Altria Group made up 0.19% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • LaSalle St. Investment Advisors first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.