Requisite Capital Management’s Altria Group MO Stock Holding History

Requisite Capital Management’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	$223K	Sell	3,049 -324	-10%	-$22.6K	0.04%	107
2026 Q1	$226K	Buy	+3,373	New	+$217K	0.04%	100
2025 Q4	–	Sell	-4,906	Closed	-$329K	–	281
2025 Q3	$329K	Buy	+4,906	New	+$311K	0.06%	191
2025 Q2	–	Sell	-3,537	Closed	-$216K	–	90
2025 Q1	$216K	Buy	+3,537	New	+$193K	0.05%	75
2024 Q4	–	Sell	-4,824	Closed	-$251K	–	99
2024 Q3	$251K	Buy	4,824 +100	+2%	+$5.05K	0.05%	63
2024 Q2	$220K	Sell	4,724 -716	-13%	-$31.8K	0.05%	72
2024 Q1	$243K	Hold	5,440	–	–	0.05%	73
2023 Q4	$225K	Sell	5,440 -1,813	-25%	-$75K	0.06%	65
2023 Q3	$312K	Hold	7,253	–	–	0.08%	58
2023 Q2	$335K	Hold	7,253	–	–	0.09%	50
2023 Q1	$330K	Hold	7,253	–	–	0.1%	42
2022 Q4	$338K	Hold	7,253	–	–	0.11%	38
2022 Q3	$300K	Sell	7,253 -3,500	-33%	-$153K	0.1%	39
2022 Q2	$459K	Buy	10,753 +3,000	+39%	+$155K	0.15%	38
2022 Q1	$412K	Buy	+7,753	New	+$395K	0.13%	52
2019 Q2	–	Sell	-2,500	Closed	-$144K	–	172
2019 Q1	$144K	Buy	+2,500	New	+$128K	0.06%	81

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

Requisite Capital Management's MO Position: Q2 2026 in Review

Requisite Capital Management reduced its Altria Group (MO) stake by 9.6% in Q2 2026, selling an estimated $22.6K and leaving 3,049 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #107.

Requisite Capital Management first reported a position in MO in Q1 2019 and has held it in 16 quarters since. The position peaked at $459K in Q2 2022. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Requisite Capital Management held 3,049 shares of Altria Group worth $223K as of Q2 2026.
Requisite Capital Management sold 324 Altria Group shares in Q2 2026, an estimated $22.6K.
Altria Group made up 0.04% of Requisite Capital Management's portfolio in Q2 2026, its #107 holding.
Requisite Capital Management first reported a position in Altria Group in Q1 2019 and has held it in 16 quarters since.
Requisite Capital Management's Altria Group position peaked at $459K in Q2 2022.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Requisite Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.