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Mezzasalma Advisors’s Altria Group MO Stock Holding History

Mezzasalma Advisors’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 		$243K Buy
+3,376
New +$236K 0.05% 158
2026
Q1 		– Sell
-4,102
Closed -$235K – 162
2025
Q4 		$235K Buy
4,102
+144
+4% +$8.7K 0.06% 142
2025
Q3 		$261K Buy
3,958
+223
+6% +$14.1K 0.07% 138
2025
Q2 		$219K Sell
3,735
-2,057
-36% -$121K 0.07% 134
2025
Q1 		$348K Buy
5,792
+82
+1% +$4.48K 0.12% 103
2024
Q4 		$299K Sell
5,710
-294
-5% -$15.7K 0.1% 113
2024
Q3 		$306K Hold
6,004
– – 0.12% 66
2024
Q2 		$273K Buy
+6,004
New +$266K 0.12% 62
2023
Q3 		– Sell
-4,661
Closed -$211K – 86
2023
Q2 		$211K Sell
4,661
-150
-3% -$6.79K 0.13% 83
2023
Q1 		$215K Hold
4,811
– – 0.15% 80
2022
Q4 		$220K Sell
4,811
-200
-4% -$9.06K 0.19% 76
2022
Q3 		$202K Hold
5,011
– – 0.16% 75
2022
Q2 		$209K Sell
5,011
-11
-0.2% -$570 0.18% 76
2022
Q1 		$262K Sell
5,022
-60
-1% -$3.06K 0.16% 77
2021
Q4 		$241K Sell
5,082
-1,342
-21% -$61.5K 0.13% 84
2021
Q3 		$292K Hold
6,424
– – 0.16% 73
2021
Q2 		$306K Hold
6,424
– – 0.17% 73
2021
Q1 		$329K Sell
6,424
-60
-0.9% -$2.69K 0.21% 64
2020
Q4 		$266K Buy
+6,484
New +$260K 0.17% 75

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

Mezzasalma Advisors's MO Position: Q2 2026 in Review

Mezzasalma Advisors opened a new position in Altria Group (MO) in Q2 2026: 3,376 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Mezzasalma Advisors previously reported a position in MO as recently as Q4 2025.

Mezzasalma Advisors first reported a position in MO in Q4 2020 and has held it in 19 quarters since. The position peaked at $348K in Q1 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mezzasalma Advisors held 3,376 shares of Altria Group worth $243K as of Q2 2026.
  • Altria Group was a new Mezzasalma Advisors position in Q2 2026.
  • Altria Group made up 0.05% of Mezzasalma Advisors's portfolio in Q2 2026, its #158 holding.
  • Mezzasalma Advisors first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
  • Mezzasalma Advisors's Altria Group position peaked at $348K in Q1 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.