Nalls Sherbakoff Group’s Altria Group MO Stock Holding History

Nalls Sherbakoff Group’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	$59.4K	Hold	825	–	–	0.04%	170
2026 Q1	$54.4K	Hold	825	–	–	0.04%	185
2025 Q4	$47.6K	Hold	825	–	–	0.03%	205
2025 Q3	$54.5K	Hold	825	–	–	0.04%	202
2025 Q2	$48.4K	Sell	825 -650	-44%	-$38.2K	0.04%	204
2025 Q1	$88.5K	Buy	+1,475	New	+$80.5K	0.07%	134
2023 Q4	$55.3K	Buy	1,370 +750	+121%	+$31K	0.05%	157
2023 Q3	$26.1K	Hold	620	–	–	0.03%	204
2023 Q2	$27.5K	Hold	620	–	–	0.03%	202
2023 Q1	$27.6K	Buy	+620	New	+$28.5K	0.03%	209
2018 Q4	$17K	Buy	+349	New	+$20.2K	0.03%	226

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's MO Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Altria Group (MO) position steady in Q2 2026 at 825 shares worth $59.4K. The position accounts for 0.04% of the portfolio, ranked #170.

Nalls Sherbakoff Group first reported a position in MO in Q4 2018 and has held it in 11 quarters since. The position peaked at $88.5K in Q1 2025. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Nalls Sherbakoff Group held 825 shares of Altria Group worth $59.4K as of Q2 2026.
Nalls Sherbakoff Group left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #170 holding.
Nalls Sherbakoff Group first reported a position in Altria Group in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Altria Group position peaked at $88.5K in Q1 2025.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.