Logan Capital Management’s Altria Group MO Stock Holding History

Logan 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 Q1	$1.55M	Buy	+23,424	New	+$1.51M	0.07%	184

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Logan Capital Management's MO Position: Q1 2026 in Review

Logan Capital Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 23,424 shares — an estimated $1.51M sold.

Logan Capital Management first reported a position in MO in Q2 2013 and held it in 26 quarters. The position peaked at $1.71M in Q1 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Logan Capital Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 23,424 Altria Group shares in Q1 2026, an estimated $1.51M.
Logan Capital Management first reported a position in Altria Group in Q2 2013 and held it in 26 quarters.
Logan Capital Management's Altria Group position peaked at $1.71M in Q1 2019.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.