S.A. Mason’s Altria Group MO Stock Holding History

S.A. Mason’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	$182K	Buy	2,526 +961	+61%	+$67.1K	0.06%	228
2026 Q1	$103K	Buy	+1,565	New	+$101K	0.04%	264
2025 Q4	–	Sell	-1,565	Closed	-$103K	–	267
2025 Q3	$103K	Hold	1,565	–	–	0.05%	253
2025 Q2	$91.8K	Hold	1,565	–	–	0.04%	249
2025 Q1	$93.9K	Hold	1,565	–	–	0.05%	234
2024 Q4	$81.8K	Hold	1,565	–	–	0.04%	245
2024 Q3	$79.9K	Hold	1,565	–	–	0.04%	243
2024 Q2	$71.3K	Hold	1,565	–	–	0.04%	235
2024 Q1	$68.3K	Buy	1,565 +65	+4%	+$2.69K	0.04%	235
2023 Q4	$60.5K	Sell	1,500 -150	-9%	-$6.2K	0.04%	229
2023 Q3	$69.4K	Hold	1,650	–	–	0.05%	233
2023 Q2	$73.6K	Hold	1,650	–	–	0.05%	231
2023 Q1	$73.6K	Hold	1,650	–	–	0.05%	231
2022 Q4	$75.4K	Hold	1,650	–	–	0.06%	227
2022 Q3	$67K	Hold	1,650	–	–	0.05%	230
2022 Q2	$69K	Buy	1,650 +150	+10%	+$7.77K	0.05%	234
2022 Q1	$78K	Hold	1,500	–	–	0.05%	237
2021 Q4	$71K	Hold	1,500	–	–	0.04%	235
2021 Q3	$68K	Hold	1,500	–	–	0.04%	236
2021 Q2	$72K	Hold	1,500	–	–	0.05%	224
2021 Q1	$77K	Hold	1,500	–	–	0.06%	213
2020 Q4	$62K	Hold	1,500	–	–	0.05%	213
2020 Q3	$58K	Hold	1,500	–	–	0.06%	202
2020 Q2	$59K	Sell	1,500 -961	-39%	-$37.5K	0.06%	206
2020 Q1	$95K	Hold	2,461	–	–	0.12%	164
2019 Q4	$123K	Buy	+2,461	New	+$116K	0.12%	165

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

S.A. Mason's MO Position: Q2 2026 in Review

S.A. Mason increased its Altria Group (MO) stake by 61% in Q2 2026, buying an estimated $67.1K and bringing the position to 2,526 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #228.

S.A. Mason first reported a position in MO in Q4 2019 and has held it in 26 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

S.A. Mason held 2,526 shares of Altria Group worth $182K as of Q2 2026.
S.A. Mason bought 961 Altria Group shares in Q2 2026, an estimated $67.1K.
Altria Group made up 0.06% of S.A. Mason's portfolio in Q2 2026, its #228 holding.
S.A. Mason first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.