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Sigma Investment Counselors’s Altria Group MO Stock Holding History

Sigma Investment Counselors’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 		$224K Buy
+3,119
New +$218K 0.01% 206
2019
Q2 		– Sell
-3,654
Closed -$210K – 161
2019
Q1 		$210K Buy
+3,654
New +$187K 0.03% 149
2018
Q4 		– Sell
-3,726
Closed -$225K – 151
2018
Q3 		$225K Buy
+3,726
New +$221K 0.03% 138
2018
Q1 		– Sell
-3,452
Closed -$247K – 131
2017
Q4 		$247K Sell
3,452
-266
-7% -$17.8K 0.03% 113
2017
Q3 		$236K Buy
3,718
+71
+2% +$4.73K 0.03% 125
2017
Q2 		$272K Sell
3,647
-295
-7% -$21.6K 0.04% 119
2017
Q1 		$282K Sell
3,942
-1,360
-26% -$98.4K 0.04% 114
2016
Q4 		$359K Sell
5,302
-373
-7% -$24K 0.06% 96
2016
Q3 		$359K Sell
5,675
-159
-3% -$10.6K 0.06% 94
2016
Q2 		$402K Buy
5,834
+119
+2% +$7.62K 0.07% 93
2016
Q1 		$358K Buy
5,715
+7
+0.1% +$423 0.06% 94
2015
Q4 		$332K Buy
5,708
+1,172
+26% +$67.9K 0.06% 94
2015
Q3 		$247K Buy
+4,536
New +$243K 0.05% 105

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 $3.38T AUM 44.17% 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

Sigma Investment Counselors's MO Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in Altria Group (MO) in Q2 2026: 3,119 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Sigma Investment Counselors previously reported a position in MO as recently as Q1 2019.

Sigma Investment Counselors first reported a position in MO in Q3 2015 and has held it in 13 quarters since. The position peaked at $402K in Q2 2016. 2,575 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sigma Investment Counselors held 3,119 shares of Altria Group worth $224K as of Q2 2026.
  • Altria Group was a new Sigma Investment Counselors position in Q2 2026.
  • Altria Group made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #206 holding.
  • Sigma Investment Counselors first reported a position in Altria Group in Q3 2015 and has held it in 13 quarters since.
  • Sigma Investment Counselors's Altria Group position peaked at $402K in Q2 2016.
  • 2,575 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.