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SBI Securities’s Altria Group MO Stock Holding History

SBI Securities’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 		$18M Sell
250,671
-13,361
-5% -$933K 0.41% 46
2026
Q1 		$17.4M Sell
264,032
-4,009
-1% -$258K 0.48% 41
2025
Q4 		$15.5M Buy
268,041
+753
+0.3% +$45.5K 0.4% 44
2025
Q3 		$17.7M Sell
267,288
-2,906
-1% -$184K 0.45% 39
2025
Q2 		$15.8M Sell
270,194
-2,364
-0.9% -$139K 0.46% 39
2025
Q1 		$16.4M Buy
272,558
+6,820
+3% +$372K 0.55% 35
2024
Q4 		$13.9M Buy
+265,738
New +$14.2M 0.43% 40

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

SBI Securities's MO Position: Q2 2026 in Review

SBI Securities reduced its Altria Group (MO) stake by 5.1% in Q2 2026, selling an estimated $933K and leaving 250,671 shares worth $18M. The position accounts for 0.41% of the portfolio, ranked #46.

SBI Securities first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SBI Securities held 250,671 shares of Altria Group worth $18M as of Q2 2026.
  • SBI Securities sold 13,361 Altria Group shares in Q2 2026, an estimated $933K.
  • Altria Group made up 0.41% of SBI Securities's portfolio in Q2 2026, its #46 holding.
  • SBI Securities first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.