Private Client Services’s Altria Group MO Stock Holding History

Private Client Services’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	$556K	Buy	7,730 +128	+2%	+$8.93K	0.15%	125
2026 Q1	$502K	Sell	7,602 -2,287	-23%	-$147K	0.15%	118
2025 Q4	$570K	Buy	9,889 +4,196	+74%	+$253K	0.18%	96
2025 Q3	$376K	Sell	5,693 -2,850	-33%	-$181K	0.13%	126
2025 Q2	$501K	Buy	8,543 +3,340	+64%	+$196K	0.2%	111
2025 Q1	$312K	Buy	5,203 +63	+1%	+$3.44K	0.15%	126
2024 Q4	$269K	Sell	5,140 -51	-1%	-$2.72K	0.14%	136
2024 Q3	$265K	Buy	+5,191	New	+$262K	0.14%	132

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Client Services's MO Position: Q2 2026 in Review

Private Client Services increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $8.93K and bringing the position to 7,730 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #125.

Private Client Services first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $570K in Q4 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Private Client Services held 7,730 shares of Altria Group worth $556K as of Q2 2026.
Private Client Services bought 128 Altria Group shares in Q2 2026, an estimated $8.93K.
Altria Group made up 0.15% of Private Client Services's portfolio in Q2 2026, its #125 holding.
Private Client Services first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
Private Client Services's Altria Group position peaked at $570K in Q4 2025.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.