Lighthouse Investment Partners’s Altria Group MO Stock Holding History

Lighthouse Investment Partners’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	–	Sell	-4,986	Closed	-$329K	–	870
2026 Q1	$329K	Sell	4,986 -1,171	-19%	-$75.3K	0.01%	584
2025 Q4	$355K	Buy	6,157 +1,288	+26%	+$77.8K	0.01%	662
2025 Q3	$322K	Sell	4,869 -2,079	-30%	-$132K	0.01%	553
2025 Q2	$407K	Buy	+6,948	New	+$408K	0.02%	477
2024 Q4	–	Sell	-4,090	Closed	-$209K	–	593
2024 Q3	$209K	Buy	+4,090	New	+$207K	0.01%	415
2024 Q2	–	Sell	-250,000	Closed	-$10.9M	–	494
2024 Q1	$10.9M	Buy	+250,000	New	+$10.4M	0.5%	42
2023 Q2	–	Sell	-437,127	Closed	-$19.5M	–	357
2023 Q1	$19.5M	Buy	437,127 +237,127	+119%	+$10.9M	1.3%	9
2022 Q4	$9.14M	Buy	+200,000	New	+$9.06M	1.01%	22

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 $3.37T AUM 44.26% 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

Lighthouse Investment Partners's MO Position: Q2 2026 in Review

Lighthouse Investment Partners sold out of Altria Group (MO) in Q2 2026, closing a stake of 4,986 shares — an estimated $329K sold.

Lighthouse Investment Partners first reported a position in MO in Q4 2022 and held it in 8 quarters. The position peaked at $19.5M in Q1 2023. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Lighthouse Investment Partners reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 4,986 Altria Group shares in Q2 2026, an estimated $329K.
Lighthouse Investment Partners first reported a position in Altria Group in Q4 2022 and held it in 8 quarters.
Lighthouse Investment Partners's Altria Group position peaked at $19.5M in Q1 2023.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.