MCM
MO icon

MAI Capital Management’s Altria Group MO Stock Holding History

MAI 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 		– Hold
0
– – – 2098
2021
Q1 		– Sell
-4,000
Closed -$164K – 769
2020
Q4 		$164K Sell
4,000
-27,000
-87% -$1.08M ﹤0.01% 638
2020
Q3 		$1.2M Hold
31,000
– – 0.03% 243
2020
Q2 		$1.22M Buy
+31,000
New +$1.21M 0.04% 241

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 $3.38T AUM 44.17% 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

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

MAI Capital Management increased its Altria Group (MO) stake by 8.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 195,235 shares worth $14.1M. The position accounts for 0.05% of the portfolio, ranked #277.

MAI Capital Management first reported a position in MO in Q2 2013 and has held it in 53 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MAI Capital Management held 195,235 shares of Altria Group worth $14.1M as of Q2 2026.
  • MAI Capital Management bought 14,612 Altria Group shares in Q2 2026, an estimated $1.02M.
  • Altria Group made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #277 holding.
  • MAI Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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