LCM
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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
Q2 		– Sell
-23,424
Closed -$1.55M – 600
2026
Q1 		$1.55M Buy
+23,424
New +$1.51M 0.07% 184

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

Logan Capital Management's MO Position: Q2 2026 in Review

Logan Capital Management opened a new position in Altria Group (MO) in Q2 2026: 23,424 shares worth $1.69M. The stake represents 0.06% of the portfolio and ranks #184 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in MO as recently as Q4 2025.

Logan Capital Management first reported a position in MO in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.71M in Q1 2019. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Logan Capital Management held 23,424 shares of Altria Group worth $1.69M as of Q2 2026.
  • Altria Group was a new Logan Capital Management position in Q2 2026.
  • Altria Group made up 0.06% of Logan Capital Management's portfolio in Q2 2026, its #184 holding.
  • Logan Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 27 quarters since.
  • Logan Capital Management's Altria Group position peaked at $1.71M in Q1 2019.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.