SIC
MO icon

Shoker Investment Counsel’s Altria Group MO Stock Holding History

Shoker Investment Counsel’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 		$2.5M Buy
34,762
+2,164
+7% +$151K 0.63% 47
2026
Q1 		$2.15M Sell
32,598
-893
-3% -$57.5K 0.64% 45
2025
Q4 		$1.93M Buy
33,491
+733
+2% +$44.3K 0.57% 49
2025
Q3 		$2.16M Sell
32,758
-171
-0.5% -$10.8K 0.64% 47
2025
Q2 		$1.93M Buy
32,929
+597
+2% +$35.1K 0.61% 48
2025
Q1 		$1.94M Buy
32,332
+2,341
+8% +$128K 0.66% 51
2024
Q4 		$1.57M Buy
29,991
+1,280
+4% +$68.2K 0.53% 53
2024
Q3 		$1.47M Sell
28,711
-430
-1% -$21.7K 0.49% 54
2024
Q2 		$1.33M Buy
29,141
+5,336
+22% +$237K 0.47% 55
2024
Q1 		$1.03M Sell
23,805
-2,278
-9% -$94.5K 0.37% 54
2023
Q4 		$1.05M Buy
26,083
+1,642
+7% +$67.9K 0.41% 50
2023
Q3 		$1.03M Buy
24,441
+248
+1% +$11K 0.45% 48
2023
Q2 		$1.1M Buy
24,193
+968
+4% +$43.8K 0.46% 48
2023
Q1 		$1.04M Buy
23,225
+454
+2% +$20.9K 0.45% 51
2022
Q4 		$1.04M Buy
22,771
+1,010
+5% +$45.8K 0.47% 52
2022
Q3 		$878K Buy
21,761
+5,929
+37% +$259K 0.46% 52
2022
Q2 		$661K Buy
15,832
+2,067
+15% +$107K 0.35% 55
2022
Q1 		$719K Buy
13,765
+344
+3% +$17.5K 0.36% 55
2021
Q4 		$636K Sell
13,421
-57
-0.4% -$2.61K 0.29% 61
2021
Q3 		$613K Buy
13,478
+2,342
+21% +$113K 0.31% 63
2021
Q2 		$530K Buy
11,136
+2,547
+30% +$125K 0.26% 65
2021
Q1 		$439K Buy
+8,589
New +$385K 0.23% 65
2019
Q1 		– Sell
-9,119
Closed -$450K – 105
2018
Q4 		$450K Buy
+9,119
New +$528K 0.38% 62

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

Shoker Investment Counsel's MO Position: Q2 2026 in Review

Shoker Investment Counsel increased its Altria Group (MO) stake by 6.6% in Q2 2026, buying an estimated $151K and bringing the position to 34,762 shares worth $2.5M. The position accounts for 0.63% of the portfolio, ranked #47.

Shoker Investment Counsel first reported a position in MO in Q4 2018 and has held it in 23 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Shoker Investment Counsel held 34,762 shares of Altria Group worth $2.5M as of Q2 2026.
  • Shoker Investment Counsel bought 2,164 Altria Group shares in Q2 2026, an estimated $151K.
  • Altria Group made up 0.63% of Shoker Investment Counsel's portfolio in Q2 2026, its #47 holding.
  • Shoker Investment Counsel first reported a position in Altria Group in Q4 2018 and has held it in 23 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Shoker Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.