Mitsubishi UFJ Morgan Stanley Securities’s Altria Group MO Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$63.2K	Sell	879 -2,023	-70%	-$141K	0.19%	122
2026 Q1	$192K	Sell	2,902 -961	-25%	-$61.8K	0.47%	65
2025 Q4	$223K	Buy	+3,863	New	+$233K	0.35%	89
2023 Q1	–	Sell	-90	Closed	-$4K	–	127
2022 Q4	$4K	Sell	90 -100	-53%	-$4.53K	0.04%	161
2022 Q3	$8K	Hold	190	–	–	0.11%	121
2022 Q2	$8K	Hold	190	–	–	0.01%	123
2022 Q1	$10K	Sell	190 -570	-75%	-$29K	0.01%	118
2021 Q4	$36K	Buy	760 +140	+23%	+$6.42K	0.02%	103
2021 Q3	$28K	Buy	+620	New	+$29.9K	0.03%	79
2014 Q3	–	Sell	-100	Closed	-$4K	–	283
2014 Q2	$4K	Sell	100 -300	-75%	-$12.1K	0.01%	222
2014 Q1	$15K	Sell	400 -730	-65%	-$26.5K	0.04%	162
2013 Q4	$43K	Hold	1,130	–	–	0.07%	72
2013 Q3	$39K	Sell	1,130 -790	-41%	-$27.8K	0.06%	84
2013 Q2	$67K	Buy	+1,920	New	+$69K	0.22%	41

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's MO Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Altria Group (MO) stake by 70% in Q2 2026, selling an estimated $141K and leaving 879 shares worth $63.2K. The position accounts for 0.19% of the portfolio, ranked #122.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in MO in Q2 2013 and has held it in 14 quarters since. The position peaked at $223K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 879 shares of Altria Group worth $63.2K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 2,023 Altria Group shares in Q2 2026, an estimated $141K.
Altria Group made up 0.19% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #122 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Altria Group in Q2 2013 and has held it in 14 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Altria Group position peaked at $223K in Q4 2025.
1,093 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.