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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Group Foundation's MO Position: Q1 2026 in Review

LGT Group Foundation increased its Altria Group (MO) stake by 70% in Q1 2026, buying an estimated $495K and bringing the position to 18,640 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #187.

LGT Group Foundation first reported a position in MO in Q1 2022 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • LGT Group Foundation held 18,640 shares of Altria Group worth $1.23M as of Q1 2026.
  • LGT Group Foundation bought 7,700 Altria Group shares in Q1 2026, an estimated $495K.
  • Altria Group made up 0.02% of LGT Group Foundation's portfolio in Q1 2026, its #187 holding.
  • LGT Group Foundation first reported a position in Altria Group in Q1 2022 and has held it in 10 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.