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Millstone Evans Group’s Altria Group MO Stock Holding History

Millstone Evans Group’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 		$116K Buy
1,610
+20
+1% +$1.4K 0.06% 219
2026
Q1 		$105K Hold
1,590
– – 0.06% 223
2025
Q4 		$91.7K Hold
1,590
– – 0.05% 244
2025
Q3 		$105K Sell
1,590
-200
-11% -$12.7K 0.07% 204
2025
Q2 		$105K Buy
1,790
+200
+13% +$11.7K 0.07% 191
2025
Q1 		$95.4K Hold
1,590
– – 0.06% 204
2024
Q4 		$83.1K Buy
+1,590
New +$84.7K 0.06% 213

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millstone Evans Group's MO Position: Q2 2026 in Review

Millstone Evans Group increased its Altria Group (MO) stake by 1.3% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,610 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #219.

Millstone Evans Group first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,206 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Millstone Evans Group held 1,610 shares of Altria Group worth $116K as of Q2 2026.
  • Millstone Evans Group bought 20 Altria Group shares in Q2 2026, an estimated $1.4K.
  • Altria Group made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #219 holding.
  • Millstone Evans Group first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,206 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.