ML
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McAdam LLC’s Altria Group MO Stock Holding History

McAdam LLC’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 		$424K Buy
5,898
+660
+13% +$46.1K 0.02% 305
2026
Q1 		$346K Buy
5,238
+498
+11% +$32K 0.02% 316
2025
Q4 		$273K Buy
4,740
+574
+14% +$34.7K 0.01% 341
2025
Q3 		$275K Sell
4,166
-658
-14% -$41.7K 0.01% 323
2025
Q2 		$283K Buy
4,824
+1,129
+31% +$66.3K 0.02% 301
2025
Q1 		$222K Sell
3,695
-1,642
-31% -$89.7K 0.01% 311
2024
Q4 		$279K Buy
+5,337
New +$284K 0.02% 289
2018
Q4 		– Sell
-684
Closed -$42K – 410
2018
Q3 		$42K Sell
684
-53
-7% -$3.15K 0.02% 181
2018
Q2 		$42K Buy
737
+62
+9% +$3.58K 0.02% 169
2018
Q1 		$42K Buy
+675
New +$44.7K 0.02% 172
2017
Q1 		– Sell
-3,817
Closed -$258K – 48
2016
Q4 		$258K Buy
+3,817
New +$246K 0.26% 40

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

McAdam LLC's MO Position: Q2 2026 in Review

McAdam LLC increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $46.1K and bringing the position to 5,898 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #305.

McAdam LLC first reported a position in MO in Q4 2016 and has held it in 11 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • McAdam LLC held 5,898 shares of Altria Group worth $424K as of Q2 2026.
  • McAdam LLC bought 660 Altria Group shares in Q2 2026, an estimated $46.1K.
  • Altria Group made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #305 holding.
  • McAdam LLC first reported a position in Altria Group in Q4 2016 and has held it in 11 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.