Latitude Advisors’s Altria Group MO Stock Holding History

Latitude 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	$402K	Buy	5,590 +1,845	+49%	+$129K	0.16%	150
2026 Q1	$247K	Sell	3,745 -983	-21%	-$63.2K	0.11%	191
2025 Q4	$273K	Buy	4,728 +1,555	+49%	+$93.9K	0.12%	178
2025 Q3	$210K	Buy	+3,173	New	+$201K	0.1%	208
2023 Q3	–	Sell	-4,930	Closed	-$223K	–	176
2023 Q2	$223K	Buy	+4,930	New	+$223K	0.16%	140
2022 Q2	–	Sell	-8,781	Closed	-$459K	–	249
2022 Q1	$459K	Sell	8,781 -8,484	-49%	-$432K	0.1%	192
2021 Q4	$818K	Buy	17,265 +2,373	+16%	+$109K	0.23%	96
2021 Q3	$678K	Buy	14,892 +7,854	+112%	+$379K	0.21%	95
2021 Q2	$336K	Buy	7,038 +533	+8%	+$26.2K	0.25%	96
2021 Q1	$333K	Buy	+6,505	New	+$291K	0.27%	92

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Latitude Advisors's MO Position: Q2 2026 in Review

Latitude Advisors increased its Altria Group (MO) stake by 49% in Q2 2026, buying an estimated $129K and bringing the position to 5,590 shares worth $402K. The position accounts for 0.16% of the portfolio, ranked #150.

Latitude Advisors first reported a position in MO in Q1 2021 and has held it in 10 quarters since. The position peaked at $818K in Q4 2021. 1,184 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Latitude Advisors held 5,590 shares of Altria Group worth $402K as of Q2 2026.
Latitude Advisors bought 1,845 Altria Group shares in Q2 2026, an estimated $129K.
Altria Group made up 0.16% of Latitude Advisors's portfolio in Q2 2026, its #150 holding.
Latitude Advisors first reported a position in Altria Group in Q1 2021 and has held it in 10 quarters since.
Latitude Advisors's Altria Group position peaked at $818K in Q4 2021.
1,184 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.