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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
2023
Q2 		– Sell
-12,500
Closed -$563K – 169
2023
Q1 		$563K Buy
+12,500
New +$575K 0.12% 124
2022
Q4 		– Sell
-12,500
Closed -$505K – 179
2022
Q3 		$505K Buy
+12,500
New +$545K 0.18% 99

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 $3.38T AUM 44.17% 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. 2,574 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.
  • 2,574 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.