PS
MO icon

Principal Securities’s Altria Group MO Stock Holding History

Principal Securities’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 		$5.47M Sell
76,000
-4,072
-5% -$284K 0.07% 264
2026
Q1 		$5.28M Buy
80,072
+6,122
+8% +$394K 0.08% 253
2025
Q4 		$4.26M Buy
73,950
+8,205
+12% +$495K 0.07% 279
2025
Q3 		$4.34M Buy
65,745
+1,758
+3% +$111K 0.07% 258
2025
Q2 		$3.75M Sell
63,987
-19,216
-23% -$1.13M 0.07% 267
2025
Q1 		$4.35M Buy
83,203
+69
+0.1% +$3.77K 0.1% 205
2024
Q4 		$4.35M Buy
83,134
+12,839
+18% +$684K 0.1% 203
2024
Q3 		$3.59M Buy
70,295
+3,738
+6% +$189K 0.09% 223
2024
Q2 		$3.03M Buy
66,557
+3,695
+6% +$164K 0.08% 226
2024
Q1 		$2.74M Buy
62,862
+2,720
+5% +$113K 0.09% 224
2023
Q4 		$2.43M Buy
+60,142
New +$2.49M 0.09% 216

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

Principal Securities's MO Position: Q2 2026 in Review

Principal Securities reduced its Altria Group (MO) stake by 5.1% in Q2 2026, selling an estimated $284K and leaving 76,000 shares worth $5.47M. The position accounts for 0.07% of the portfolio, ranked #264.

Principal Securities first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Principal Securities held 76,000 shares of Altria Group worth $5.47M as of Q2 2026.
  • Principal Securities sold 4,072 Altria Group shares in Q2 2026, an estimated $284K.
  • Altria Group made up 0.07% of Principal Securities's portfolio in Q2 2026, its #264 holding.
  • Principal Securities first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.