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Patten Group’s Altria Group MO Stock Holding History

Patten 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 		$311K Buy
4,325
+160
+4% +$11.2K 0.05% 284
2026
Q1 		$275K Buy
4,165
+160
+4% +$10.3K 0.05% 265
2025
Q4 		$231K Buy
4,005
+19
+0.5% +$1.15K 0.04% 282
2025
Q3 		$263K Buy
3,986
+21
+0.5% +$1.33K 0.05% 243
2025
Q2 		$232K Buy
3,965
+20
+0.5% +$1.18K 0.05% 245
2025
Q1 		$237K Sell
3,945
-663
-14% -$36.2K 0.05% 241
2024
Q4 		$241K Buy
4,608
+213
+5% +$11.3K 0.05% 241
2024
Q3 		$224K Buy
+4,395
New +$222K 0.05% 241
2019
Q1 		– Sell
-1,497
Closed -$74K – 407
2018
Q4 		$74K Sell
1,497
-34
-2% -$1.97K 0.04% 243
2018
Q3 		$92K Sell
1,531
-1,994
-57% -$118K 0.04% 258
2018
Q2 		$200K Sell
3,525
-767
-18% -$44.2K 0.08% 189
2018
Q1 		$268K Sell
4,292
-196
-4% -$13K 0.11% 171
2017
Q4 		$320K Buy
4,488
+5
+0.1% +$335 0.13% 161
2017
Q3 		$284K Hold
4,483
– – 0.11% 164
2017
Q2 		$294K Buy
4,483
+8
+0.2% +$585 0.12% 163
2017
Q1 		$321K Sell
4,475
-282
-6% -$20.4K 0.14% 141
2016
Q4 		$338K Sell
4,757
-1,454
-23% -$93.6K 0.15% 133
2016
Q3 		$389K Buy
6,211
+2,014
+48% +$134K 0.18% 119
2016
Q2 		$289K Buy
4,197
+230
+6% +$14.7K 0.14% 142
2016
Q1 		$249K Buy
3,967
+1,244
+46% +$75.2K 0.12% 148
2015
Q4 		$159K Sell
2,723
-498
-15% -$28.9K 0.08% 179
2015
Q3 		$175K Buy
3,221
+112
+4% +$6.01K 0.09% 170
2015
Q2 		$152K Buy
+3,109
New +$158K 0.07% 193

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

Patten Group's MO Position: Q2 2026 in Review

Patten Group increased its Altria Group (MO) stake by 3.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,325 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #284.

Patten Group first reported a position in MO in Q2 2015 and has held it in 23 quarters since. The position peaked at $389K in Q3 2016. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Patten Group held 4,325 shares of Altria Group worth $311K as of Q2 2026.
  • Patten Group bought 160 Altria Group shares in Q2 2026, an estimated $11.2K.
  • Altria Group made up 0.05% of Patten Group's portfolio in Q2 2026, its #284 holding.
  • Patten Group first reported a position in Altria Group in Q2 2015 and has held it in 23 quarters since.
  • Patten Group's Altria Group position peaked at $389K in Q3 2016.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.