Mizuho Securities USA’s Altria Group MO Stock Holding History

Mizuho Securities USA’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	$9.41M	Buy	130,733 +29,250	+29%	+$2.04M	0.15%	119
2026 Q1	$6.7M	Sell	101,483 -20,747	-17%	-$1.33M	0.16%	134
2025 Q4	$7.21M	Sell	122,230 -122	-0.1%	-$7.37K	0.12%	145
2025 Q3	$8.22M	Buy	122,352 +5,944	+5%	+$377K	0.17%	117
2025 Q2	$6.83M	Sell	116,408 -19,295	-14%	-$1.13M	0.15%	140
2025 Q1	$8.14M	Sell	135,703 -24,927	-16%	-$1.36M	0.18%	111
2024 Q4	$8.4M	Buy	160,630 +49,990	+45%	+$2.66M	0.15%	120
2024 Q3	$5.65M	Sell	110,640 -21,797	-16%	-$1.1M	0.12%	149
2024 Q2	$6.03M	Buy	+132,437	New	+$5.88M	0.13%	139
2021 Q1	–	Sell	-7,906	Closed	-$324K	–	203
2020 Q4	$324K	Buy	+7,906	New	+$317K	0.02%	155
2018 Q1	–	Sell	-67,600	Closed	-$4.83M	–	179
2017 Q4	$4.83M	Buy	+67,600	New	+$4.53M	0.25%	27
2016 Q4	–	Sell	-78,700	Closed	-$4.98M	–	222
2016 Q3	$4.98M	Buy	+78,700	New	+$5.23M	0.41%	36

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mizuho Securities USA's MO Position: Q2 2026 in Review

Mizuho Securities USA increased its Altria Group (MO) stake by 29% in Q2 2026, buying an estimated $2.04M and bringing the position to 130,733 shares worth $9.41M. The position accounts for 0.15% of the portfolio, ranked #119.

Mizuho Securities USA first reported a position in MO in Q3 2016 and has held it in 12 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Mizuho Securities USA held 130,733 shares of Altria Group worth $9.41M as of Q2 2026.
Mizuho Securities USA bought 29,250 Altria Group shares in Q2 2026, an estimated $2.04M.
Altria Group made up 0.15% of Mizuho Securities USA's portfolio in Q2 2026, its #119 holding.
Mizuho Securities USA first reported a position in Altria Group in Q3 2016 and has held it in 12 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.