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Richard W. Paul & Associates’s Altria Group MO Stock Holding History

Richard W. Paul & Associates’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 		$1.38M Buy
19,140
+107
+0.6% +$7.47K 0.42% 61
2026
Q1 		$1.26M Buy
19,033
+342
+2% +$22K 0.42% 67
2025
Q4 		$1.08M Buy
18,691
+3,463
+23% +$209K 0.36% 76
2025
Q3 		$1.01M Sell
15,228
-842
-5% -$53.3K 0.34% 74
2025
Q2 		$942K Sell
16,070
-1,835
-10% -$108K 0.34% 73
2025
Q1 		$1.07M Sell
17,905
-99
-0.5% -$5.41K 0.42% 55
2024
Q4 		$941K Sell
18,004
-195
-1% -$10.4K 0.34% 76
2024
Q3 		$929K Buy
18,199
+68
+0.4% +$3.44K 0.33% 85
2024
Q2 		$826K Buy
18,131
+373
+2% +$16.5K 0.32% 85
2024
Q1 		$775K Buy
17,758
+1,713
+11% +$71K 0.31% 88
2023
Q4 		$647K Buy
16,045
+238
+2% +$9.84K 0.27% 97
2023
Q3 		$665K Buy
15,807
+2,176
+16% +$96.1K 0.3% 86
2023
Q2 		$617K Buy
13,631
+860
+7% +$39K 0.27% 99
2023
Q1 		$570K Buy
12,771
+623
+5% +$28.6K 0.26% 101
2022
Q4 		$555K Buy
+12,148
New +$550K 0.28% 95

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

Richard W. Paul & Associates's MO Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Altria Group (MO) stake by 0.56% in Q2 2026, buying an estimated $7.47K and bringing the position to 19,140 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #61.

Richard W. Paul & Associates first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Richard W. Paul & Associates held 19,140 shares of Altria Group worth $1.38M as of Q2 2026.
  • Richard W. Paul & Associates bought 107 Altria Group shares in Q2 2026, an estimated $7.47K.
  • Altria Group made up 0.42% of Richard W. Paul & Associates's portfolio in Q2 2026, its #61 holding.
  • Richard W. Paul & Associates first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.