LGT Group Foundation’s Altria Group MO Stock Holding History

LGT Group Foundation’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	$1.91M	Buy	26,610 +7,970	+43%	+$556K	0.02%	167
2026 Q1	$1.23M	Buy	18,640 +7,700	+70%	+$495K	0.02%	187
2025 Q4	$632K	Buy	10,940 +5,448	+99%	+$329K	0.01%	222
2025 Q3	$364K	Buy	5,492 +1,359	+33%	+$86.1K	﹤0.01%	242
2025 Q2	$242K	Buy	+4,133	New	+$243K	﹤0.01%	269
2025 Q1	–	Sell	-8,526	Closed	-$446K	–	296
2024 Q4	$446K	Buy	+8,526	New	+$454K	0.01%	223
2024 Q2	–	Sell	-1,168	Closed	-$50.9K	–	283
2024 Q1	$50.9K	Buy	+1,168	New	+$48.4K	﹤0.01%	247
2023 Q1	–	Sell	-7,168	Closed	-$328K	–	264
2022 Q4	$328K	Hold	7,168	–	–	0.01%	238
2022 Q3	$289K	Sell	7,168 -4,832	-40%	-$211K	0.01%	228
2022 Q2	$502K	Buy	12,000 +3,000	+33%	+$155K	0.02%	223
2022 Q1	$475K	Buy	+9,000	New	+$458K	0.01%	231

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LGT Group Foundation's MO Position: Q2 2026 in Review

LGT Group Foundation increased its Altria Group (MO) stake by 43% in Q2 2026, buying an estimated $556K and bringing the position to 26,610 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #167.

LGT Group Foundation first reported a position in MO in Q1 2022 and has held it in 11 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

LGT Group Foundation held 26,610 shares of Altria Group worth $1.91M as of Q2 2026.
LGT Group Foundation bought 7,970 Altria Group shares in Q2 2026, an estimated $556K.
Altria Group made up 0.02% of LGT Group Foundation's portfolio in Q2 2026, its #167 holding.
LGT Group Foundation first reported a position in Altria Group in Q1 2022 and has held it in 11 quarters since.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.