Relyea Zuckerberg Hanson’s Altria Group MO Stock Holding History

Relyea Zuckerberg Hanson’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	$353K	Buy	4,903 +443	+10%	+$30.9K	0.03%	223
2026 Q1	$294K	Sell	4,460 -3,011	-40%	-$194K	0.03%	215
2025 Q4	$431K	Buy	7,471 +113	+2%	+$6.82K	0.04%	179
2025 Q3	$486K	Sell	7,358 -3,292	-31%	-$209K	0.05%	162
2025 Q2	$624K	Buy	10,650 +3,164	+42%	+$186K	0.07%	129
2025 Q1	$449K	Buy	7,486 +113	+2%	+$6.17K	0.06%	159
2024 Q4	$386K	Buy	+7,373	New	+$393K	0.05%	176

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

Relyea Zuckerberg Hanson's MO Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Altria Group (MO) stake by 9.9% in Q2 2026, buying an estimated $30.9K and bringing the position to 4,903 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #223.

Relyea Zuckerberg Hanson first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q2 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Relyea Zuckerberg Hanson held 4,903 shares of Altria Group worth $353K as of Q2 2026.
Relyea Zuckerberg Hanson bought 443 Altria Group shares in Q2 2026, an estimated $30.9K.
Altria Group made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #223 holding.
Relyea Zuckerberg Hanson first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Relyea Zuckerberg Hanson's Altria Group position peaked at $624K in Q2 2025.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.