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Smartleaf Asset Management’s Altria Group MO Stock Holding History

Smartleaf 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 		$2.66M Hold
35,946
– – 0.09% 203
2026
Q1 		$2.41M Buy
35,946
+5,813
+19% +$374K 0.09% 210
2025
Q4 		$1.74M Buy
30,133
+480
+2% +$29K 0.07% 260
2025
Q3 		$1.95M Buy
29,653
+5,545
+23% +$351K 0.12% 189
2025
Q2 		$1.42M Buy
24,108
+932
+4% +$54.7K 0.12% 187
2025
Q1 		$1.35M Sell
23,176
-912
-4% -$49.8K 0.13% 177
2024
Q4 		$1.25M Buy
24,088
+3,236
+16% +$172K 0.13% 169
2024
Q3 		$1.06M Buy
20,852
+1,289
+7% +$65.2K 0.13% 179
2024
Q2 		$889K Buy
19,563
+10,199
+109% +$452K 0.15% 163
2024
Q1 		$409K Buy
9,364
+811
+9% +$33.6K 0.08% 242
2023
Q4 		$337K Buy
+8,553
New +$354K 0.09% 219

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

Smartleaf Asset Management's MO Position: Q2 2026 in Review

Smartleaf Asset Management held its Altria Group (MO) position steady in Q2 2026 at 35,946 shares worth $2.66M. The position accounts for 0.09% of the portfolio, ranked #203.

Smartleaf Asset Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Smartleaf Asset Management held 35,946 shares of Altria Group worth $2.66M as of Q2 2026.
  • Smartleaf Asset Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.09% of Smartleaf Asset Management's portfolio in Q2 2026, its #203 holding.
  • Smartleaf Asset Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.