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&Partners’s Altria Group MO Stock Holding History

&Partners’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 		$24.7M Buy
342,927
+46,917
+16% +$3.27M 0.1% 187
2026
Q1 		$19.6M Buy
296,010
+54,027
+22% +$3.48M 0.1% 196
2025
Q4 		$14M Buy
241,983
+58,370
+32% +$3.52M 0.07% 247
2025
Q3 		$12.1M Buy
183,613
+29,377
+19% +$1.86M 0.08% 236
2025
Q2 		$9.03M Buy
154,236
+21,266
+16% +$1.25M 0.07% 247
2025
Q1 		$7.74M Buy
132,970
+15,625
+13% +$853K 0.08% 227
2024
Q4 		$6.22M Buy
117,345
+36,067
+44% +$1.92M 0.07% 243
2024
Q3 		$4.15M Buy
81,278
+51,975
+177% +$2.63M 0.08% 234
2024
Q2 		$1.33M Buy
29,303
+16,552
+130% +$734K 0.06% 276
2024
Q1 		$556K Buy
+12,751
New +$529K 0.08% 249
2020
Q2 		– Sell
-5,263
Closed -$204K – 151
2020
Q1 		$204K Buy
5,263
+881
+20% +$39.1K 0.32% 96
2019
Q4 		$219K Sell
4,382
-2,218
-34% -$105K 0.26% 128
2019
Q3 		$270K Buy
6,600
+1,577
+31% +$72.5K 0.35% 103
2019
Q2 		$238K Sell
5,023
-1,512
-23% -$79.2K 0.33% 104
2019
Q1 		$375K Buy
6,535
+222
+4% +$11.3K 0.54% 60
2018
Q4 		$312K Buy
+6,313
New +$366K 0.52% 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

&Partners's MO Position: Q2 2026 in Review

&Partners increased its Altria Group (MO) stake by 16% in Q2 2026, buying an estimated $3.27M and bringing the position to 342,927 shares worth $24.7M. The position accounts for 0.1% of the portfolio, ranked #187.

&Partners first reported a position in MO in Q4 2018 and has held it in 16 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • &Partners held 342,927 shares of Altria Group worth $24.7M as of Q2 2026.
  • &Partners bought 46,917 Altria Group shares in Q2 2026, an estimated $3.27M.
  • Altria Group made up 0.1% of &Partners's portfolio in Q2 2026, its #187 holding.
  • &Partners first reported a position in Altria Group in Q4 2018 and has held it in 16 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.