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LMCG Investments’s Altria Group MO Stock Holding History

LMCG Investments’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 		$2.06M Buy
28,675
+221
+0.8% +$15.4K 0.11% 134
2026
Q1 		$1.88M Buy
28,454
+2,537
+10% +$163K 0.11% 133
2025
Q4 		$1.49M Buy
25,917
+1,034
+4% +$62.4K 0.09% 139
2025
Q3 		$1.64M Buy
24,883
+1,239
+5% +$78.5K 0.1% 136
2025
Q2 		$1.39M Buy
23,644
+1,397
+6% +$82K 0.09% 149
2025
Q1 		$1.34M Buy
22,247
+4,933
+28% +$269K 0.09% 157
2024
Q4 		$905K Buy
17,314
+4,023
+30% +$214K 0.06% 171
2024
Q3 		$678K Buy
13,291
+706
+6% +$35.7K 0.04% 173
2024
Q2 		$573K Buy
12,585
+2,493
+25% +$111K 0.03% 236
2024
Q1 		$440K Sell
10,092
-243
-2% -$10.1K 0.03% 260
2023
Q4 		$417K Sell
10,335
-7,592
-42% -$314K 0.03% 267
2023
Q3 		$754K Buy
17,927
+514
+3% +$22.7K 0.05% 236
2023
Q2 		$789K Sell
17,413
-1,948
-10% -$88.2K 0.05% 235
2023
Q1 		$864K Sell
19,361
-638
-3% -$29.3K 0.06% 221
2022
Q4 		$914K Sell
19,999
-117,844
-85% -$5.34M 0.06% 219
2022
Q3 		$5.57M Sell
137,843
-901
-0.6% -$39.3K 0.41% 79
2022
Q2 		$5.79M Sell
138,744
-2,220
-2% -$115K 0.4% 79
2022
Q1 		$7.37M Buy
+140,964
New +$7.18M 0.43% 75
2015
Q3 		$3.81M Hold
70,015
– – 0.08% 323
2015
Q2 		$3.42M Hold
70,015
– – 0.07% 324
2015
Q1 		$3.5M Sell
70,015
-98
-0.1% -$5.2K 0.07% 332
2014
Q4 		$3.45M Sell
70,113
-345
-0.5% -$16.8K 0.08% 300
2014
Q3 		$3.24M Sell
70,458
-104
-0.1% -$4.46K 0.07% 305
2014
Q2 		$2.96M Buy
70,562
+104
+0.1% +$4.18K 0.06% 319
2014
Q1 		$2.64M Sell
70,458
-79
-0.1% -$2.87K 0.06% 308
2013
Q4 		$2.71M Sell
70,537
-512
-0.7% -$18.9K 0.06% 308
2013
Q3 		$2.44M Hold
71,049
– – 0.06% 302
2013
Q2 		$2.49M Buy
+71,049
New +$2.55M 0.07% 299

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 $3.37T AUM 44.26% 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

LMCG Investments's MO Position: Q2 2026 in Review

LMCG Investments increased its Altria Group (MO) stake by 0.78% in Q2 2026, buying an estimated $15.4K and bringing the position to 28,675 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #134.

LMCG Investments first reported a position in MO in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.37M in Q1 2022. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LMCG Investments held 28,675 shares of Altria Group worth $2.06M as of Q2 2026.
  • LMCG Investments bought 221 Altria Group shares in Q2 2026, an estimated $15.4K.
  • Altria Group made up 0.11% of LMCG Investments's portfolio in Q2 2026, its #134 holding.
  • LMCG Investments first reported a position in Altria Group in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Altria Group position peaked at $7.37M in Q1 2022.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.