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Siemens Fonds Invest’s Altria Group MO Stock Holding History

Siemens Fonds Invest’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 		$747K Buy
10,386
+48
+0.5% +$3.35K 0.04% 298
2026
Q1 		$682K Buy
10,338
+26
+0.3% +$1.67K 0.04% 291
2025
Q4 		$596K Hold
10,312
– – 0.03% 305
2025
Q3 		$681K Buy
10,312
+19
+0.2% +$1.2K 0.04% 277
2025
Q2 		$603K Sell
10,293
-55
-0.5% -$3.23K 0.04% 287
2025
Q1 		$621K Sell
10,348
-308
-3% -$16.8K 0.04% 257
2024
Q4 		$555K Hold
10,656
– – 0.04% 277
2024
Q3 		$544K Hold
10,656
– – 0.04% 261
2024
Q2 		$485K Sell
10,656
-8,149
-43% -$362K 0.04% 280
2024
Q1 		$820K Sell
18,805
-904
-5% -$37.5K 0.06% 225
2023
Q4 		$795K Buy
19,709
+4,569
+30% +$189K 0.07% 226
2023
Q3 		$637K Hold
15,140
– – 0.06% 227
2023
Q2 		$682K Hold
15,140
– – 0.07% 212
2023
Q1 		$676K Sell
15,140
-211
-1% -$9.7K 0.07% 207
2022
Q4 		$702K Sell
15,351
-1,353
-8% -$61.3K 0.07% 199
2022
Q3 		$675K Sell
16,704
-1,668
-9% -$72.8K 0.08% 199
2022
Q2 		$767K Sell
18,372
-716
-4% -$37.1K 0.08% 199
2022
Q1 		$997K Sell
19,088
-17,483
-48% -$891K 0.08% 195
2021
Q4 		$1.73M Buy
36,571
+459
+1% +$21K 0.11% 161
2021
Q3 		$1.64M Buy
36,112
+2,764
+8% +$133K 0.11% 160
2021
Q2 		$1.59M Sell
33,348
-5,103
-13% -$251K 0.19% 129
2021
Q1 		$1.97M Buy
38,451
+554
+1% +$24.8K 0.19% 134
2020
Q4 		$1.54M Buy
+37,897
New +$1.52M 0.16% 143

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

Siemens Fonds Invest's MO Position: Q2 2026 in Review

Siemens Fonds Invest increased its Altria Group (MO) stake by 0.46% in Q2 2026, buying an estimated $3.35K and bringing the position to 10,386 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #298.

Siemens Fonds Invest first reported a position in MO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2021. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Siemens Fonds Invest held 10,386 shares of Altria Group worth $747K as of Q2 2026.
  • Siemens Fonds Invest bought 48 Altria Group shares in Q2 2026, an estimated $3.35K.
  • Altria Group made up 0.04% of Siemens Fonds Invest's portfolio in Q2 2026, its #298 holding.
  • Siemens Fonds Invest first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Altria Group position peaked at $1.97M in Q1 2021.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.