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Severin Investments’s Altria Group MO Stock Holding History

Severin Investments’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 		$367K Sell
5,100
-1,261
-20% -$88K 0.28% 135
2026
Q1 		$420K Sell
6,361
-482
-7% -$31K 0.36% 109
2025
Q4 		$395K Sell
6,843
-384
-5% -$23.2K 0.35% 120
2025
Q3 		$477K Buy
7,227
+317
+5% +$20.1K 0.42% 95
2025
Q2 		$405K Sell
6,910
-202
-3% -$11.9K 0.38% 116
2025
Q1 		$427K Buy
7,112
+272
+4% +$14.9K 0.43% 94
2024
Q4 		$358K Buy
+6,840
New +$364K 0.36% 120

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

Severin Investments's MO Position: Q2 2026 in Review

Severin Investments reduced its Altria Group (MO) stake by 20% in Q2 2026, selling an estimated $88K and leaving 5,100 shares worth $367K. The position accounts for 0.28% of the portfolio, ranked #135.

Severin Investments first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q3 2025. 2,552 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Severin Investments held 5,100 shares of Altria Group worth $367K as of Q2 2026.
  • Severin Investments sold 1,261 Altria Group shares in Q2 2026, an estimated $88K.
  • Altria Group made up 0.28% of Severin Investments's portfolio in Q2 2026, its #135 holding.
  • Severin Investments first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's Altria Group position peaked at $477K in Q3 2025.
  • 2,552 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.