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Secure Asset Management’s Altria Group MO Stock Holding History

Secure Asset 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 		$459K Sell
6,375
-3,971
-38% -$277K 0.06% 198
2026
Q1 		$683K Hold
10,346
– – 0.11% 151
2025
Q4 		$597K Sell
10,346
-995
-9% -$60.1K 0.09% 171
2025
Q3 		$752K Sell
11,341
-442
-4% -$28K 0.12% 145
2025
Q2 		$691K Buy
11,783
+1,767
+18% +$104K 0.13% 163
2025
Q1 		$601K Sell
10,016
-996
-9% -$54.4K 0.12% 158
2024
Q4 		$576K Buy
11,012
+1,292
+13% +$68.8K 0.09% 177
2024
Q3 		$496K Buy
9,720
+1,461
+18% +$73.8K 0.08% 179
2024
Q2 		$376K Buy
+8,259
New +$366K 0.07% 195
2020
Q1 		– Sell
-6,398
Closed -$319K – 138
2019
Q4 		$319K Buy
+6,398
New +$302K 0.22% 109

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

Secure Asset Management's MO Position: Q2 2026 in Review

Secure Asset Management reduced its Altria Group (MO) stake by 38% in Q2 2026, selling an estimated $277K and leaving 6,375 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #198.

Secure Asset Management first reported a position in MO in Q4 2019 and has held it in 10 quarters since. The position peaked at $752K in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Secure Asset Management held 6,375 shares of Altria Group worth $459K as of Q2 2026.
  • Secure Asset Management sold 3,971 Altria Group shares in Q2 2026, an estimated $277K.
  • Altria Group made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #198 holding.
  • Secure Asset Management first reported a position in Altria Group in Q4 2019 and has held it in 10 quarters since.
  • Secure Asset Management's Altria Group position peaked at $752K in Q3 2025.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.