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Lugano Financial Advisors SA (LFA)’s Altria Group MO Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$151K Hold
2,100
– – 0.09% 97
2026
Q1 		$139K Hold
2,100
– – 0.07% 100
2025
Q4 		$121K Hold
2,100
– – 0.06% 114
2025
Q3 		$139K Hold
2,100
– – 0.07% 104
2025
Q2 		$123K Hold
2,100
– – 0.07% 104
2025
Q1 		$126K Hold
2,100
– – 0.09% 96
2024
Q4 		$110K Buy
2,100
+800
+62% +$42.6K 0.07% 108
2024
Q3 		$66.4K Hold
1,300
– – 0.05% 134
2024
Q2 		$59.2K Buy
+1,300
New +$57.7K 0.05% 129
2019
Q2 		$134K Hold
2,829
– – 0.08% 87
2019
Q1 		$162K Buy
2,829
+1,129
+66% +$57.7K 0.1% 82
2018
Q4 		$103K Hold
1,700
– – 0.07% 108
2018
Q3 		$103K Buy
+1,700
New +$101K 0.07% 108

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

Lugano Financial Advisors SA (LFA)'s MO Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Altria Group (MO) position steady in Q2 2026 at 2,100 shares worth $151K. The position accounts for 0.09% of the portfolio, ranked #97.

Lugano Financial Advisors SA (LFA) first reported a position in MO in Q3 2018 and has held it in 13 quarters since. The position peaked at $162K in Q1 2019. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 2,100 shares of Altria Group worth $151K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.09% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #97 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Altria Group in Q3 2018 and has held it in 13 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Altria Group position peaked at $162K in Q1 2019.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.