MAM
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Milestone Asset Management’s Altria Group MO Stock Holding History

Milestone Asset 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 		$4.26M Buy
59,252
+20,328
+52% +$1.42M 0.67% 44
2026
Q1 		$2.57M Buy
38,924
+5,035
+15% +$324K 0.47% 63
2025
Q4 		$1.95M Buy
+33,889
New +$2.05M 0.37% 59
2025
Q3 		– Sell
-16,564
Closed -$971K – 241
2025
Q2 		$971K Buy
+16,564
New +$973K 0.21% 94

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

Milestone Asset Management's MO Position: Q2 2026 in Review

Milestone Asset Management increased its Altria Group (MO) stake by 52% in Q2 2026, buying an estimated $1.42M and bringing the position to 59,252 shares worth $4.26M. The position accounts for 0.67% of the portfolio, ranked #44.

Milestone Asset Management first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Milestone Asset Management held 59,252 shares of Altria Group worth $4.26M as of Q2 2026.
  • Milestone Asset Management bought 20,328 Altria Group shares in Q2 2026, an estimated $1.42M.
  • Altria Group made up 0.67% of Milestone Asset Management's portfolio in Q2 2026, its #44 holding.
  • Milestone Asset Management first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.