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MSH Capital Advisors’s Altria Group MO Stock Holding History

MSH Capital Advisors’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 		$698K Sell
9,703
-340
-3% -$23.7K 0.12% 160
2026
Q1 		$663K Buy
10,043
+131
+1% +$8.43K 0.14% 145
2025
Q4 		$572K Buy
9,912
+280
+3% +$16.9K 0.12% 166
2025
Q3 		$636K Buy
9,632
+10
+0.1% +$634 0.17% 140
2025
Q2 		$564K Buy
9,622
+10
+0.1% +$587 0.16% 151
2025
Q1 		$577K Buy
9,612
+12
+0.1% +$655 0.18% 131
2024
Q4 		$502K Sell
9,600
-389
-4% -$20.7K 0.16% 150
2024
Q3 		$510K Buy
9,989
+12
+0.1% +$607 0.16% 143
2024
Q2 		$454K Sell
9,977
-297
-3% -$13.2K 0.15% 142
2024
Q1 		$448K Buy
10,274
+567
+6% +$23.5K 0.16% 137
2023
Q4 		$392K Sell
9,707
-2,088
-18% -$86.3K 0.15% 144
2023
Q3 		$496K Buy
11,795
+343
+3% +$15.2K 0.19% 124
2023
Q2 		$519K Buy
11,452
+36
+0.3% +$1.63K 0.19% 125
2023
Q1 		$509K Buy
11,416
+303
+3% +$13.9K 0.22% 114
2022
Q4 		$508K Sell
11,113
-119
-1% -$5.39K 0.23% 110
2022
Q3 		$454K Sell
11,232
-145
-1% -$6.33K 0.22% 110
2022
Q2 		$475K Buy
11,377
+446
+4% +$23.1K 0.22% 110
2022
Q1 		$571K Buy
10,931
+431
+4% +$22K 0.24% 103
2021
Q4 		$498K Buy
+10,500
New +$481K 0.22% 106

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

MSH Capital Advisors's MO Position: Q2 2026 in Review

MSH Capital Advisors reduced its Altria Group (MO) stake by 3.4% in Q2 2026, selling an estimated $23.7K and leaving 9,703 shares worth $698K. The position accounts for 0.12% of the portfolio, ranked #160.

MSH Capital Advisors first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MSH Capital Advisors held 9,703 shares of Altria Group worth $698K as of Q2 2026.
  • MSH Capital Advisors sold 340 Altria Group shares in Q2 2026, an estimated $23.7K.
  • Altria Group made up 0.12% of MSH Capital Advisors's portfolio in Q2 2026, its #160 holding.
  • MSH Capital Advisors first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.