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Robertson Stephens Wealth Management’s Altria Group MO Stock Holding History

Robertson Stephens Wealth 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 		$3.88M Sell
53,155
-457
-0.9% -$31.9K 0.1% 141
2026
Q1 		$3.59M Buy
53,612
+445
+0.8% +$28.6K 0.1% 146
2025
Q4 		$3.12M Buy
53,167
+48,558
+1,054% +$2.93M 0.08% 163
2025
Q3 		$309K Sell
4,609
-1,270
-22% -$80.5K 0.01% 441
2025
Q2 		$351K Sell
5,879
-1,813
-24% -$106K 0.01% 429
2025
Q1 		$469K Buy
7,692
+1,663
+28% +$90.8K 0.02% 374
2024
Q4 		$321K Buy
6,029
+437
+8% +$23.3K 0.01% 451
2024
Q3 		$291K Sell
5,592
-328
-6% -$16.6K 0.01% 533
2024
Q2 		$275K Sell
5,920
-1,336
-18% -$59.3K 0.01% 429
2024
Q1 		$324K Buy
7,256
+1,071
+17% +$44.4K 0.02% 413
2023
Q4 		$256K Buy
6,185
+1,421
+30% +$58.8K 0.02% 406
2023
Q3 		$205K Buy
4,764
+38
+0.8% +$1.68K 0.01% 429
2023
Q2 		$219K Sell
4,726
-842
-15% -$38.1K 0.02% 401
2023
Q1 		$254K Buy
5,568
+691
+14% +$31.8K 0.02% 389
2022
Q4 		$228K Sell
4,877
-73
-1% -$3.31K 0.02% 381
2022
Q3 		$204K Sell
4,950
-740
-13% -$32.3K 0.02% 343
2022
Q2 		$242K Hold
5,690
– – 0.02% 324
2022
Q1 		$302K Buy
5,690
+24
+0.4% +$1.22K 0.03% 309
2021
Q4 		$273K Buy
5,666
+405
+8% +$18.6K 0.02% 332
2021
Q3 		$244K Hold
5,261
– – 0.03% 280
2021
Q2 		$255K Sell
5,261
-23
-0.4% -$1.13K 0.03% 288
2021
Q1 		$274K Buy
+5,284
New +$237K 0.04% 244
2020
Q2 		– Sell
-10,006
Closed -$396K – 210
2020
Q1 		$396K Buy
10,006
+2,405
+32% +$107K 0.14% 116
2019
Q4 		$385K Sell
7,601
-5,875
-44% -$277K 0.19% 78
2019
Q3 		$562K Buy
+13,476
New +$620K 0.28% 67

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

Robertson Stephens Wealth Management's MO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Altria Group (MO) stake by 0.85% in Q2 2026, selling an estimated $31.9K and leaving 53,155 shares worth $3.88M. The position accounts for 0.1% of the portfolio, ranked #141.

Robertson Stephens Wealth Management first reported a position in MO in Q3 2019 and has held it in 25 quarters since. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Robertson Stephens Wealth Management held 53,155 shares of Altria Group worth $3.88M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 457 Altria Group shares in Q2 2026, an estimated $31.9K.
  • Altria Group made up 0.1% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Robertson Stephens Wealth Management first reported a position in Altria Group in Q3 2019 and has held it in 25 quarters since.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.