River Street Advisors’s Altria Group MO Stock Holding History

River Street Advisors’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	$203K	Sell	2,818 -676	-19%	-$47.2K	0.06%	165
2026 Q1	$231K	Hold	3,494	–	–	0.08%	157
2025 Q4	$201K	Hold	3,494	–	–	0.08%	146
2025 Q3	$231K	Sell	3,494 -45	-1%	-$2.85K	0.09%	144
2025 Q2	$207K	Sell	3,539 -800	-18%	-$47K	0.09%	143
2025 Q1	$260K	Hold	4,339	–	–	0.13%	124
2024 Q4	$227K	Sell	4,339 -500	-10%	-$26.6K	0.12%	129
2024 Q3	$247K	Hold	4,839	–	–	0.13%	132
2024 Q2	$220K	Sell	4,839 -1,555	-24%	-$69K	0.14%	134
2024 Q1	$279K	Hold	6,394	–	–	0.19%	113
2023 Q4	$258K	Hold	6,394	–	–	0.21%	106
2023 Q3	$269K	Hold	6,394	–	–	0.25%	96
2023 Q2	$290K	Hold	6,394	–	–	0.28%	95
2023 Q1	$285K	Hold	6,394	–	–	0.28%	94
2022 Q4	$292K	Buy	+6,394	New	+$290K	0.31%	88

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

River Street Advisors's MO Position: Q2 2026 in Review

River Street Advisors reduced its Altria Group (MO) stake by 19% in Q2 2026, selling an estimated $47.2K and leaving 2,818 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #165.

River Street Advisors first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $292K in Q4 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

River Street Advisors held 2,818 shares of Altria Group worth $203K as of Q2 2026.
River Street Advisors sold 676 Altria Group shares in Q2 2026, an estimated $47.2K.
Altria Group made up 0.06% of River Street Advisors's portfolio in Q2 2026, its #165 holding.
River Street Advisors first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
River Street Advisors's Altria Group position peaked at $292K in Q4 2022.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.