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Platform Technology Partners’s Altria Group MO Stock Holding History

Platform Technology 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 		$455K Buy
6,325
+123
+2% +$8.59K 0.07% 191
2026
Q1 		$409K Sell
6,202
-2,281
-27% -$147K 0.08% 183
2025
Q4 		$489K Buy
8,483
+276
+3% +$16.7K 0.1% 159
2025
Q3 		$542K Sell
8,207
-29
-0.4% -$1.84K 0.13% 144
2025
Q2 		$483K Buy
8,236
+401
+5% +$23.6K 0.13% 152
2025
Q1 		$470K Buy
7,835
+261
+3% +$14.3K 0.14% 139
2024
Q4 		$396K Sell
7,574
-67
-0.9% -$3.57K 0.12% 145
2024
Q3 		$390K Sell
7,641
-500
-6% -$25.3K 0.12% 149
2024
Q2 		$371K Buy
+8,141
New +$361K 0.13% 144
2023
Q4 		$279K Buy
6,883
+1,625
+31% +$67.2K 0.11% 164
2023
Q3 		$221K Sell
5,258
-475
-8% -$21K 0.1% 167
2023
Q2 		$262K Buy
5,733
+1,102
+24% +$49.9K 0.12% 160
2023
Q1 		$207K Buy
+4,631
New +$213K 0.1% 175
2021
Q3 		– Sell
-7,364
Closed -$351K – 257
2021
Q2 		$351K Buy
+7,364
New +$362K 0.14% 167
2020
Q4 		$298K Buy
7,266
+219
+3% +$8.79K 0.15% 152
2020
Q3 		$272K Buy
7,047
+435
+7% +$18.1K 0.17% 140
2020
Q2 		$260K Buy
6,612
+383
+6% +$14.9K 0.18% 139
2020
Q1 		$241K Buy
+6,229
New +$276K 0.22% 125

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

Platform Technology Partners's MO Position: Q2 2026 in Review

Platform Technology Partners increased its Altria Group (MO) stake by 2% in Q2 2026, buying an estimated $8.59K and bringing the position to 6,325 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #191.

Platform Technology Partners first reported a position in MO in Q1 2020 and has held it in 18 quarters since. The position peaked at $542K in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Platform Technology Partners held 6,325 shares of Altria Group worth $455K as of Q2 2026.
  • Platform Technology Partners bought 123 Altria Group shares in Q2 2026, an estimated $8.59K.
  • Altria Group made up 0.07% of Platform Technology Partners's portfolio in Q2 2026, its #191 holding.
  • Platform Technology Partners first reported a position in Altria Group in Q1 2020 and has held it in 18 quarters since.
  • Platform Technology Partners's Altria Group position peaked at $542K in Q3 2025.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.