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Midwest Trust’s Altria Group MO Stock Holding History

Midwest Trust’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 		$2.42M Buy
33,692
+9,085
+37% +$634K 0.03% 286
2026
Q1 		$1.62M Buy
24,607
+3,338
+16% +$215K 0.02% 311
2025
Q4 		$1.23M Buy
21,269
+622
+3% +$37.6K 0.02% 322
2025
Q3 		$1.36M Buy
20,647
+841
+4% +$53.3K 0.02% 311
2025
Q2 		$1.16M Buy
+19,806
New +$1.16M 0.02% 325

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

Midwest Trust's MO Position: Q2 2026 in Review

Midwest Trust increased its Altria Group (MO) stake by 37% in Q2 2026, buying an estimated $634K and bringing the position to 33,692 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #286.

Midwest Trust first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Midwest Trust held 33,692 shares of Altria Group worth $2.42M as of Q2 2026.
  • Midwest Trust bought 9,085 Altria Group shares in Q2 2026, an estimated $634K.
  • Altria Group made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #286 holding.
  • Midwest Trust first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.