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Skyline Advisors’s Altria Group MO Stock Holding History

Skyline Advisors’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 		$652K Hold
9,055
– – 0.2% 68
2026
Q1 		$598K Hold
9,055
– – 0.21% 62
2025
Q4 		$522K Sell
9,055
-400
-4% -$24.2K 0.17% 54
2025
Q3 		$625K Buy
9,455
+200
+2% +$12.7K 0.22% 48
2025
Q2 		$543K Hold
9,255
– – 0.2% 57
2025
Q1 		$555K Buy
9,255
+200
+2% +$10.9K 0.22% 48
2024
Q4 		$473K Sell
9,055
-86
-0.9% -$4.58K 0.18% 54
2024
Q3 		$467K Buy
9,141
+86
+0.9% +$4.35K 0.19% 48
2024
Q2 		$412K Sell
9,055
-81
-0.9% -$3.59K 0.18% 49
2024
Q1 		$399K Buy
9,136
+2
+0% +$83 0.18% 49
2023
Q4 		$368K Buy
+9,134
New +$378K 0.18% 50

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

Skyline Advisors's MO Position: Q2 2026 in Review

Skyline Advisors held its Altria Group (MO) position steady in Q2 2026 at 9,055 shares worth $652K. The position accounts for 0.2% of the portfolio, ranked #68.

Skyline Advisors first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Skyline Advisors held 9,055 shares of Altria Group worth $652K as of Q2 2026.
  • Skyline Advisors left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.2% of Skyline Advisors's portfolio in Q2 2026, its #68 holding.
  • Skyline Advisors first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.