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SCS Capital Management’s Altria Group MO Stock Holding History

SCS Capital 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 		$265K Sell
3,680
-3,146
-46% -$220K ﹤0.01% 435
2026
Q1 		$450K Sell
6,826
-2,648
-28% -$170K ﹤0.01% 361
2025
Q4 		$552K Buy
9,474
+254
+3% +$15.3K 0.01% 355
2025
Q3 		$615K Sell
9,220
-578
-6% -$36.6K 0.01% 349
2025
Q2 		$581K Sell
9,798
-902
-8% -$53K 0.01% 357
2025
Q1 		$649K Buy
+10,700
New +$584K 0.01% 311

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

SCS Capital Management's MO Position: Q2 2026 in Review

SCS Capital Management reduced its Altria Group (MO) stake by 46% in Q2 2026, selling an estimated $220K and leaving 3,680 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

SCS Capital Management first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $649K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SCS Capital Management held 3,680 shares of Altria Group worth $265K as of Q2 2026.
  • SCS Capital Management sold 3,146 Altria Group shares in Q2 2026, an estimated $220K.
  • Altria Group made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #435 holding.
  • SCS Capital Management first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Altria Group position peaked at $649K in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.