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Ridgepath Capital Management’s Altria Group MO Stock Holding History

Ridgepath 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 		$4.65M Buy
64,587
+2,511
+4% +$175K 2.05% 11
2026
Q1 		$4.1M Buy
62,076
+220
+0.4% +$14.2K 2.04% 13
2025
Q4 		$4.09M Hold
61,856
– – 1.88% 12
2025
Q3 		$4.09M Buy
61,856
+1,062
+2% +$67.3K 1.74% 14
2025
Q2 		$3.56M Buy
60,794
+1,026
+2% +$60.3K 1.64% 12
2025
Q1 		$3.59M Buy
59,768
+1,159
+2% +$63.3K 1.73% 15
2024
Q4 		$3.06M Sell
58,609
-267
-0.5% -$14.2K 1.41% 17
2024
Q3 		$3.01M Buy
58,876
+2,603
+5% +$132K 2.4% 14
2024
Q2 		$2.56M Sell
56,273
-143
-0.3% -$6.34K 2.51% 13
2024
Q1 		$2.46M Buy
56,416
+46,960
+497% +$1.95M 2.77% 11
2023
Q4 		$381K Buy
+9,456
New +$391K 0.73% 19

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

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

Ridgepath Capital Management increased its Altria Group (MO) stake by 4% in Q2 2026, buying an estimated $175K and bringing the position to 64,587 shares worth $4.65M. The position accounts for 2.05% of the portfolio, ranked #11.

Ridgepath Capital Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Ridgepath Capital Management held 64,587 shares of Altria Group worth $4.65M as of Q2 2026.
  • Ridgepath Capital Management bought 2,511 Altria Group shares in Q2 2026, an estimated $175K.
  • Altria Group made up 2.05% of Ridgepath Capital Management's portfolio in Q2 2026, its #11 holding.
  • Ridgepath Capital Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.