R Squared’s Altria Group MO Stock Holding History

R Squared’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	–	Sell	-13,317	Closed	-$879K	–	636
2026 Q1	$879K	Sell	13,317 -1,321	-9%	-$85K	0.48%	34
2025 Q4	$844K	Buy	+14,638	New	+$884K	0.39%	46

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

R Squared's MO Position: Q2 2026 in Review

R Squared sold out of Altria Group (MO) in Q2 2026, closing a stake of 13,317 shares — an estimated $879K sold.

R Squared first reported a position in MO in Q4 2025 and held it in 2 quarters. The position peaked at $879K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

R Squared reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
R Squared sold 13,317 Altria Group shares in Q2 2026, an estimated $879K.
R Squared first reported a position in Altria Group in Q4 2025 and held it in 2 quarters.
R Squared's Altria Group position peaked at $879K in Q1 2026.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.