Regatta Research & Money Management’s Altria Group MO Stock Holding History

Regatta Research & Money 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	$74.3K	Buy	+1,033	New	+$72.1K	0.07%	212

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Regatta Research & Money Management's MO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Altria Group (MO) in Q2 2026: 1,033 shares worth $74.3K. The stake represents 0.07% of the portfolio and ranks #212 among its holdings.

2,095 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Regatta Research & Money Management held 1,033 shares of Altria Group worth $74.3K as of Q2 2026.
Altria Group was a new Regatta Research & Money Management position in Q2 2026.
Altria Group made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #212 holding.
2,095 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.