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Sanibel Captiva Trust Company’s Altria Group MO Stock Holding History

Sanibel Captiva Trust Company’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 		$3.26M Buy
45,283
+1,411
+3% +$98.5K 0.08% 156
2026
Q1 		$2.9M Sell
43,872
-1,211
-3% -$77.9K 0.08% 161
2025
Q4 		$2.6M Buy
45,083
+784
+2% +$47.3K 0.07% 164
2025
Q3 		$2.93M Buy
44,299
+1,770
+4% +$112K 0.08% 155
2025
Q2 		$2.49M Buy
42,529
+2,660
+7% +$156K 0.08% 159
2025
Q1 		$2.39M Buy
39,869
+3,464
+10% +$189K 0.08% 157
2024
Q4 		$1.9M Sell
36,405
-2,902
-7% -$155K 0.06% 168
2024
Q3 		$2.01M Sell
39,307
-4,225
-10% -$214K 0.06% 168
2024
Q2 		$1.98M Buy
43,532
+3,396
+8% +$151K 0.07% 163
2024
Q1 		$1.75M Sell
40,136
-1,760
-4% -$73K 0.06% 164
2023
Q4 		$1.69M Buy
+41,896
New +$1.73M 0.06% 158

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

Sanibel Captiva Trust Company's MO Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Altria Group (MO) stake by 3.2% in Q2 2026, buying an estimated $98.5K and bringing the position to 45,283 shares worth $3.26M. The position accounts for 0.08% of the portfolio, ranked #156.

Sanibel Captiva Trust Company 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.

  • Sanibel Captiva Trust Company held 45,283 shares of Altria Group worth $3.26M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 1,411 Altria Group shares in Q2 2026, an estimated $98.5K.
  • Altria Group made up 0.08% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #156 holding.
  • Sanibel Captiva Trust Company 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 Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.