Lazari Capital Management’s Altria Group MO Stock Holding History

Lazari Capital Management’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	$1.32M	Sell	18,389 -108	-0.6%	-$7.54K	0.41%	44
2026 Q1	$1.22M	Buy	18,497 +11	+0.1%	+$708	0.42%	44
2025 Q4	$1.07M	Buy	18,486 +42	+0.2%	+$2.54K	0.36%	48
2025 Q3	$1.22M	Buy	18,444 +37	+0.2%	+$2.34K	0.41%	44
2025 Q2	$1.08M	Sell	18,407 -402	-2%	-$23.6K	0.41%	41
2025 Q1	$1.13M	Sell	18,809 -62	-0.3%	-$3.38K	0.46%	40
2024 Q4	$987K	Buy	18,871 +281	+2%	+$15K	0.39%	40
2024 Q3	$949K	Sell	18,590 -14,815	-44%	-$749K	0.41%	44
2024 Q2	$1.52M	Sell	33,405 -382	-1%	-$16.9K	0.69%	29
2024 Q1	$1.47M	Sell	33,787 -1,633	-5%	-$67.7K	0.8%	24
2023 Q4	$1.43M	Sell	35,420 -3,211	-8%	-$133K	0.82%	24
2023 Q3	$1.62M	Sell	38,631 -408	-1%	-$18K	0.97%	21
2023 Q2	$1.77M	Buy	+39,039	New	+$1.77M	0.99%	20

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

Lazari Capital Management's MO Position: Q2 2026 in Review

Lazari Capital Management reduced its Altria Group (MO) stake by 0.58% in Q2 2026, selling an estimated $7.54K and leaving 18,389 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #44.

Lazari Capital Management first reported a position in MO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q2 2023. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Lazari Capital Management held 18,389 shares of Altria Group worth $1.32M as of Q2 2026.
Lazari Capital Management sold 108 Altria Group shares in Q2 2026, an estimated $7.54K.
Altria Group made up 0.41% of Lazari Capital Management's portfolio in Q2 2026, its #44 holding.
Lazari Capital Management first reported a position in Altria Group in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Altria Group position peaked at $1.77M in Q2 2023.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.