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Purkiss Capital Advisors’s Altria Group MO Stock Holding History

Purkiss Capital Advisors’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 		$1.04M Sell
14,392
-1,622
-10% -$113K 0.39% 61
2026
Q1 		$1.06M Buy
16,014
+917
+6% +$59K 0.46% 56
2025
Q4 		$871K Sell
15,097
-117
-0.8% -$7.07K 0.41% 53
2025
Q3 		$1.01M Buy
15,214
+1,158
+8% +$73.4K 0.48% 49
2025
Q2 		$824K Buy
14,056
+9,910
+239% +$582K 0.46% 47
2025
Q1 		$249K Buy
+4,146
New +$226K 0.19% 89

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

Purkiss Capital Advisors's MO Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $113K and leaving 14,392 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #61.

Purkiss Capital Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2026. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Purkiss Capital Advisors held 14,392 shares of Altria Group worth $1.04M as of Q2 2026.
  • Purkiss Capital Advisors sold 1,622 Altria Group shares in Q2 2026, an estimated $113K.
  • Altria Group made up 0.39% of Purkiss Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Purkiss Capital Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • Purkiss Capital Advisors's Altria Group position peaked at $1.06M in Q1 2026.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.