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Louisbourg Investments’s Altria Group MO Stock Holding History

Louisbourg 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 		$62.9K Sell
874
-565
-39% -$39.4K 0.01% 144
2026
Q1 		$95K Sell
1,439
-869
-38% -$55.9K 0.02% 147
2025
Q4 		$133K Buy
2,308
+594
+35% +$35.9K 0.03% 136
2025
Q3 		$113K Buy
1,714
+354
+26% +$22.4K 0.02% 134
2025
Q2 		$79.7K Buy
1,360
+500
+58% +$29.4K 0.02% 124
2025
Q1 		$51.6K Hold
860
– – 0.01% 124
2024
Q4 		$45K Hold
860
– – 0.01% 124
2024
Q3 		$43.9K Hold
860
– – 0.01% 124
2024
Q2 		$39.2K Hold
860
– – 0.01% 121
2024
Q1 		$37.5K Hold
860
– – 0.01% 121
2023
Q4 		$34.7K Buy
+860
New +$35.6K 0.01% 123

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

Louisbourg Investments's MO Position: Q2 2026 in Review

Louisbourg Investments reduced its Altria Group (MO) stake by 39% in Q2 2026, selling an estimated $39.4K and leaving 874 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #144.

Louisbourg Investments first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $133K in Q4 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Louisbourg Investments held 874 shares of Altria Group worth $62.9K as of Q2 2026.
  • Louisbourg Investments sold 565 Altria Group shares in Q2 2026, an estimated $39.4K.
  • Altria Group made up 0.01% of Louisbourg Investments's portfolio in Q2 2026, its #144 holding.
  • Louisbourg Investments first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's Altria Group position peaked at $133K in Q4 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.