Monument Capital Management’s Altria Group MO Stock Holding History

Monument Capital 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	$692K	Buy	9,623 +4,510	+88%	+$315K	0.14%	137
2026 Q1	$337K	Sell	5,113 -4,854	-49%	-$312K	0.08%	166
2025 Q4	$575K	Sell	9,967 -9,269	-48%	-$560K	0.14%	125
2025 Q3	$1.27M	Buy	19,236 +6,703	+53%	+$425K	0.32%	88
2025 Q2	$735K	Buy	12,533 +7,125	+132%	+$418K	0.19%	105
2025 Q1	$325K	Buy	+5,408	New	+$295K	0.1%	147
2023 Q1	–	Sell	-5,410	Closed	-$247K	–	165
2022 Q4	$247K	Buy	5,410 +66	+1%	+$2.99K	0.08%	136
2022 Q3	$216K	Buy	+5,344	New	+$233K	0.08%	139

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Monument Capital Management's MO Position: Q2 2026 in Review

Monument Capital Management increased its Altria Group (MO) stake by 88% in Q2 2026, buying an estimated $315K and bringing the position to 9,623 shares worth $692K. The position accounts for 0.14% of the portfolio, ranked #137.

Monument Capital Management first reported a position in MO in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2025. 1,225 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Monument Capital Management held 9,623 shares of Altria Group worth $692K as of Q2 2026.
Monument Capital Management bought 4,510 Altria Group shares in Q2 2026, an estimated $315K.
Altria Group made up 0.14% of Monument Capital Management's portfolio in Q2 2026, its #137 holding.
Monument Capital Management first reported a position in Altria Group in Q3 2022 and has held it in 8 quarters since.
Monument Capital Management's Altria Group position peaked at $1.27M in Q3 2025.
1,225 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.