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Pinney & Scofield’s Altria Group MO Stock Holding History

Pinney & Scofield’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 		$45.4K Hold
631
– – 0.02% 118
2026
Q1 		$41.6K Hold
631
– – 0.02% 121
2025
Q4 		$36.4K Hold
631
– – 0.02% 122
2025
Q3 		$41.7K Hold
631
– – 0.03% 115
2025
Q2 		$37K Hold
631
– – 0.03% 112
2025
Q1 		$37.9K Hold
631
– – 0.03% 110
2024
Q4 		$33K Buy
+631
New +$33.6K 0.03% 118

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

Pinney & Scofield's MO Position: Q2 2026 in Review

Pinney & Scofield held its Altria Group (MO) position steady in Q2 2026 at 631 shares worth $45.4K. The position accounts for 0.02% of the portfolio, ranked #118.

Pinney & Scofield first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,569 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Pinney & Scofield held 631 shares of Altria Group worth $45.4K as of Q2 2026.
  • Pinney & Scofield left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #118 holding.
  • Pinney & Scofield first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,569 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.