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Spinnaker Investment Group’s Altria Group MO Stock Holding History

Spinnaker Investment Group’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 		$279K Buy
3,875
+64
+2% +$4.47K 0.04% 137
2026
Q1 		$251K Sell
3,811
-602
-14% -$38.7K 0.05% 120
2025
Q4 		$254K Buy
4,413
+169
+4% +$10.2K 0.05% 141
2025
Q3 		$280K Buy
+4,244
New +$269K 0.05% 129
2025
Q2 		– Sell
-4,392
Closed -$264K – 107
2025
Q1 		$264K Buy
+4,392
New +$240K 0.06% 90

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

Spinnaker Investment Group's MO Position: Q2 2026 in Review

Spinnaker Investment Group increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $4.47K and bringing the position to 3,875 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #137.

Spinnaker Investment Group first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $280K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Spinnaker Investment Group held 3,875 shares of Altria Group worth $279K as of Q2 2026.
  • Spinnaker Investment Group bought 64 Altria Group shares in Q2 2026, an estimated $4.47K.
  • Altria Group made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #137 holding.
  • Spinnaker Investment Group first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • Spinnaker Investment Group's Altria Group position peaked at $280K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.