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MTM Investment Management’s Altria Group MO Stock Holding History

MTM Investment 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 		$1.16M Buy
16,091
+7
+0% +$489 0.33% 79
2026
Q1 		$1.06M Buy
16,084
+8
+0% +$515 0.34% 80
2025
Q4 		$927K Sell
16,076
-217
-1% -$13.1K 0.3% 84
2025
Q3 		$1.08M Buy
16,293
+7
+0% +$443 0.34% 78
2025
Q2 		$955K Buy
16,286
+8
+0% +$470 0.32% 82
2025
Q1 		$957K Buy
16,278
+8
+0% +$437 0.37% 76
2024
Q4 		$851K Buy
16,270
+9
+0.1% +$479 0.33% 78
2024
Q3 		$815K Buy
16,261
+62
+0.4% +$3.13K 0.32% 81
2024
Q2 		$738K Buy
16,199
+9
+0.1% +$399 0.3% 83
2024
Q1 		$706K Buy
16,190
+9
+0.1% +$373 0.29% 87
2023
Q4 		$653K Sell
16,181
-541
-3% -$22.4K 0.3% 86
2023
Q3 		$703K Sell
16,722
-343
-2% -$15.2K 0.36% 77
2023
Q2 		$773K Buy
17,065
+7
+0% +$317 0.38% 74
2023
Q1 		$761K Buy
17,058
+8
+0% +$368 0.39% 73
2022
Q4 		$779K Buy
17,050
+7
+0% +$317 0.4% 71
2022
Q3 		$688K Buy
17,043
+7
+0% +$305 0.39% 74
2022
Q2 		$720K Buy
17,036
+6
+0% +$311 0.39% 75
2022
Q1 		$890K Sell
17,030
-342
-2% -$17.4K 0.43% 68
2021
Q4 		$823K Sell
17,372
-144
-0.8% -$6.6K 0.39% 79
2021
Q3 		$797K Sell
17,516
-1,194
-6% -$57.7K 0.43% 75
2021
Q2 		$892K Buy
18,710
+6
+0% +$295 0.47% 67
2021
Q1 		$957K Sell
18,704
-815
-4% -$36.5K 0.54% 62
2020
Q4 		$800K Buy
+19,519
New +$784K 0.49% 64

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

MTM Investment Management's MO Position: Q2 2026 in Review

MTM Investment Management increased its Altria Group (MO) stake by 0.04% in Q2 2026, buying an estimated $489 and bringing the position to 16,091 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #79.

MTM Investment Management first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MTM Investment Management held 16,091 shares of Altria Group worth $1.16M as of Q2 2026.
  • MTM Investment Management bought 7 Altria Group shares in Q2 2026, an estimated $489.
  • Altria Group made up 0.33% of MTM Investment Management's portfolio in Q2 2026, its #79 holding.
  • MTM Investment Management first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.