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Samalin Investment Counsel’s Altria Group MO Stock Holding History

Samalin Investment Counsel’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 		$994K Sell
13,810
-232
-2% -$16.2K 0.31% 80
2026
Q1 		$927K Buy
14,042
+1,108
+9% +$71.3K 0.33% 78
2025
Q4 		$746K Sell
12,934
-566
-4% -$34.2K 0.26% 108
2025
Q3 		$892K Sell
13,500
-563
-4% -$35.7K 0.31% 93
2025
Q2 		$825K Sell
14,063
-189
-1% -$11.1K 0.32% 87
2025
Q1 		$855K Sell
14,252
-18
-0.1% -$983 0.35% 86
2024
Q4 		$746K Buy
14,270
+303
+2% +$16.1K 0.32% 91
2024
Q3 		$713K Buy
13,967
+323
+2% +$16.3K 0.31% 96
2024
Q2 		$622K Sell
13,644
-648
-5% -$28.7K 0.29% 104
2024
Q1 		$623K Sell
14,292
-8,886
-38% -$368K 0.3% 106
2023
Q4 		$935K Buy
23,178
+220
+1% +$9.1K 0.47% 53
2023
Q3 		$965K Buy
22,958
+1,273
+6% +$56.2K 0.55% 48
2023
Q2 		$982K Sell
21,685
-968
-4% -$43.8K 0.53% 43
2023
Q1 		$1.01M Buy
22,653
+239
+1% +$11K 0.61% 43
2022
Q4 		$1.02M Buy
22,414
+1,361
+6% +$61.7K 0.65% 38
2022
Q3 		$850K Sell
21,053
-62
-0.3% -$2.71K 0.62% 48
2022
Q2 		$882K Buy
21,115
+619
+3% +$32.1K 0.62% 47
2022
Q1 		$1.07M Buy
20,496
+431
+2% +$22K 0.65% 38
2021
Q4 		$951K Buy
20,065
+1,339
+7% +$61.4K 0.57% 44
2021
Q3 		$852K Buy
18,726
+106
+0.6% +$5.12K 0.55% 42
2021
Q2 		$888K Buy
18,620
+96
+0.5% +$4.72K 0.58% 36
2021
Q1 		$947K Buy
18,524
+10,364
+127% +$464K 0.64% 35
2020
Q4 		$335K Sell
8,160
-3,529
-30% -$142K 0.25% 141
2020
Q3 		$452K Sell
11,689
-1,760
-13% -$73.2K 0.4% 76
2020
Q2 		$527K Sell
13,449
-494
-4% -$19.3K 0.55% 47
2020
Q1 		$539K Sell
13,943
-5,058
-27% -$224K 0.72% 40
2019
Q4 		$948K Buy
+19,001
New +$896K 0.8% 26

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

Samalin Investment Counsel's MO Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Altria Group (MO) stake by 1.7% in Q2 2026, selling an estimated $16.2K and leaving 13,810 shares worth $994K. The position accounts for 0.31% of the portfolio, ranked #80.

Samalin Investment Counsel first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Samalin Investment Counsel held 13,810 shares of Altria Group worth $994K as of Q2 2026.
  • Samalin Investment Counsel sold 232 Altria Group shares in Q2 2026, an estimated $16.2K.
  • Altria Group made up 0.31% of Samalin Investment Counsel's portfolio in Q2 2026, its #80 holding.
  • Samalin Investment Counsel first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Altria Group position peaked at $1.07M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.