Shulman DeMeo Asset Management’s Altria Group MO Stock Holding History

Shulman DeMeo 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	$272K	Buy	3,786 +5	+0.1%	+$349	0.05%	114
2026 Q1	$249K	Sell	3,781 -548	-13%	-$35.3K	0.05%	116
2025 Q4	$250K	Sell	4,329 -352	-8%	-$21.3K	0.06%	101
2025 Q3	$309K	Sell	4,681 -1,427	-23%	-$90.4K	0.07%	92
2025 Q2	$358K	Buy	6,108 +41	+0.7%	+$2.41K	0.09%	82
2025 Q1	$364K	Sell	6,067 -289	-5%	-$15.8K	0.1%	80
2024 Q4	$332K	Sell	6,356 -125	-2%	-$6.66K	0.09%	84
2024 Q3	$331K	Sell	6,481 -1,020	-14%	-$51.6K	0.08%	93
2024 Q2	$342K	Sell	7,501 -898	-11%	-$39.8K	0.09%	91
2024 Q1	$366K	Buy	8,399 +107	+1%	+$4.44K	0.1%	91
2023 Q4	$335K	Sell	8,292 -81	-1%	-$3.35K	0.09%	93
2023 Q3	$352K	Sell	8,373 -177	-2%	-$7.82K	0.12%	82
2023 Q2	$387K	Sell	8,550 -511	-6%	-$23.1K	0.12%	80
2023 Q1	$404K	Sell	9,061 -602	-6%	-$27.7K	0.13%	77
2022 Q4	$442K	Sell	9,663 -15	-0.2%	-$679	0.15%	72
2022 Q3	$391K	Sell	9,678 -56	-0.6%	-$2.44K	0.14%	73
2022 Q2	$407K	Buy	9,734 +112	+1%	+$5.8K	0.13%	77
2022 Q1	$503K	Sell	9,622 -85	-0.9%	-$4.33K	0.14%	72
2021 Q4	$460K	Buy	+9,707	New	+$445K	0.12%	75
2021 Q3	–	Sell	-10,387	Closed	-$495K	–	115
2021 Q2	$495K	Sell	10,387 -9,790	-49%	-$481K	0.19%	32
2021 Q1	$1.03M	Buy	20,177 +117	+0.6%	+$5.24K	0.28%	41
2020 Q4	$822K	Sell	20,060 -2,906	-13%	-$117K	0.23%	47
2020 Q3	$887K	Buy	22,966 +1,777	+8%	+$74K	0.3%	38
2020 Q2	$832K	Sell	21,189 -217	-1%	-$8.47K	0.32%	35
2020 Q1	$828K	Buy	21,406 +2,754	+15%	+$122K	0.39%	33
2019 Q4	$931K	Sell	18,652 -3,234	-15%	-$153K	0.32%	38
2019 Q3	$895K	Buy	21,886 +733	+3%	+$33.7K	0.3%	40
2019 Q2	$1M	Buy	21,153 +3,196	+18%	+$167K	0.37%	32
2019 Q1	$1.03M	Buy	17,957 +4,970	+38%	+$254K	0.39%	28
2018 Q4	$641K	Buy	+12,987	New	+$752K	0.35%	27

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Shulman DeMeo Asset Management's MO Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Altria Group (MO) stake by 0.13% in Q2 2026, buying an estimated $349 and bringing the position to 3,786 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #114.

Shulman DeMeo Asset Management first reported a position in MO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.03M in Q1 2021. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Shulman DeMeo Asset Management held 3,786 shares of Altria Group worth $272K as of Q2 2026.
Shulman DeMeo Asset Management bought 5 Altria Group shares in Q2 2026, an estimated $349.
Altria Group made up 0.05% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #114 holding.
Shulman DeMeo Asset Management first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's Altria Group position peaked at $1.03M in Q1 2021.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.