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Portfolio Design Labs’s Altria Group MO Stock Holding History

Portfolio Design Labs’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 		$257K Buy
3,565
+3
+0.1% +$209 0.04% 196
2026
Q1 		$235K Sell
3,562
-323
-8% -$20.8K 0.04% 199
2025
Q4 		$224K Buy
3,885
+5
+0.1% +$302 0.04% 188
2025
Q3 		$256K Sell
3,880
-58,874
-94% -$3.73M 0.04% 182
2025
Q2 		$3.68M Buy
62,754
+15,367
+32% +$902K 0.72% 38
2025
Q1 		$2.84M Buy
+47,387
New +$2.59M 0.59% 58

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

Portfolio Design Labs's MO Position: Q2 2026 in Review

Portfolio Design Labs increased its Altria Group (MO) stake by 0.08% in Q2 2026, buying an estimated $209 and bringing the position to 3,565 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #196.

Portfolio Design Labs first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.68M in Q2 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Portfolio Design Labs held 3,565 shares of Altria Group worth $257K as of Q2 2026.
  • Portfolio Design Labs bought 3 Altria Group shares in Q2 2026, an estimated $209.
  • Altria Group made up 0.04% of Portfolio Design Labs's portfolio in Q2 2026, its #196 holding.
  • Portfolio Design Labs first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • Portfolio Design Labs's Altria Group position peaked at $3.68M in Q2 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.