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Lavaca Capital’s Altria Group MO Stock Holding History

Lavaca Capital’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 		$621K Buy
8,628
+894
+12% +$62.4K 0.06% 73
2026
Q1 		$510K Buy
7,734
+6,690
+641% +$430K 0.09% 69
2025
Q4 		$60.2K Buy
1,044
+6
+0.6% +$362 0.01% 153
2025
Q3 		$68.5K Buy
1,038
+7
+0.7% +$443 0.01% 143
2025
Q2 		$60.4K Sell
1,031
-282
-21% -$16.6K 0.02% 151
2025
Q1 		$78.8K Sell
1,313
-609
-32% -$33.3K 0.03% 136
2024
Q4 		$100K Buy
+1,922
New +$102K 0.04% 140
2023
Q4 		– Sell
-7,911
Closed -$333K – 119
2023
Q3 		$333K Sell
7,911
-23,264
-75% -$1.03M 0.11% 123
2023
Q2 		$1.41M Sell
31,175
-39,765
-56% -$1.8M 0.41% 50
2023
Q1 		$3.19M Buy
70,940
+8
+0% +$368 0.67% 26
2022
Q4 		$3.28M Sell
70,932
-427
-0.6% -$19.3K 1.02% 23
2022
Q3 		$3.13M Sell
71,359
-392
-0.5% -$17.1K 1.12% 19
2022
Q2 		$3.98M Buy
71,751
+106
+0.1% +$5.49K 0.59% 17
2022
Q1 		$3.74M Sell
71,645
-35,376
-33% -$1.8M 0.4% 29
2021
Q4 		$5.07M Sell
107,021
-1,259
-1% -$57.7K 0.65% 15
2021
Q3 		$4.93M Buy
108,280
+837
+0.8% +$40.4K 0.5% 13
2021
Q2 		$5.12M Buy
107,443
+20,006
+23% +$983K 0.51% 13
2021
Q1 		$4.47M Sell
87,437
-8,465
-9% -$379K 0.38% 15
2020
Q4 		$3.93M Buy
95,902
+605
+0.6% +$24.3K 0.52% 15
2020
Q3 		$3.68M Buy
95,297
+23,231
+32% +$967K 0.58% 19
2020
Q2 		$2.83M Buy
72,066
+3,856
+6% +$150K 0.9% 16
2020
Q1 		$2.64M Sell
68,210
-24,267
-26% -$1.08M 2.55% 12
2019
Q4 		$4.62M Sell
92,477
-5,139
-5% -$242K 3.55% 9
2019
Q3 		$3.99M Buy
97,616
+4,737
+5% +$218K 3.01% 9
2019
Q2 		$4.4M Sell
92,879
-7,927
-8% -$415K 3.39% 8
2019
Q1 		$5.79M Buy
100,806
+264
+0.3% +$13.5K 4.93% 4
2018
Q4 		$4.97M Buy
+100,542
New +$5.83M 4.94% 6

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

Lavaca Capital's MO Position: Q2 2026 in Review

Lavaca Capital increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $62.4K and bringing the position to 8,628 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #73.

Lavaca Capital first reported a position in MO in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.79M in Q1 2019. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lavaca Capital held 8,628 shares of Altria Group worth $621K as of Q2 2026.
  • Lavaca Capital bought 894 Altria Group shares in Q2 2026, an estimated $62.4K.
  • Altria Group made up 0.06% of Lavaca Capital's portfolio in Q2 2026, its #73 holding.
  • Lavaca Capital first reported a position in Altria Group in Q4 2018 and has held it in 27 quarters since.
  • Lavaca Capital's Altria Group position peaked at $5.79M in Q1 2019.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.