Steigerwald Gordon & Koch’s Altria Group MO Stock Holding History

Steigerwald Gordon & Koch’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	$28.3K	Buy	394 +146	+59%	+$10.2K	﹤0.01%	387
2026 Q1	$16.4K	Hold	248	–	–	﹤0.01%	454
2025 Q4	$14.3K	Hold	248	–	–	﹤0.01%	504
2025 Q3	$16.4K	Buy	+248	New	+$15.7K	﹤0.01%	456
2018 Q1	–	Sell	-3,085	Closed	-$220K	–	86
2017 Q4	$220K	Sell	3,085 -200	-6%	-$13.4K	0.06%	78
2017 Q3	$208K	Sell	3,285 -872	-21%	-$58.1K	0.06%	85
2017 Q2	$310K	Buy	4,157 +842	+25%	+$61.6K	0.09%	62
2017 Q1	$237K	Sell	3,315 -50	-1%	-$3.62K	0.07%	75
2016 Q4	$228K	Buy	+3,365	New	+$217K	0.07%	73

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steigerwald Gordon & Koch's MO Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Altria Group (MO) stake by 59% in Q2 2026, buying an estimated $10.2K and bringing the position to 394 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Steigerwald Gordon & Koch first reported a position in MO in Q4 2016 and has held it in 9 quarters since. The position peaked at $310K in Q2 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Steigerwald Gordon & Koch held 394 shares of Altria Group worth $28.3K as of Q2 2026.
Steigerwald Gordon & Koch bought 146 Altria Group shares in Q2 2026, an estimated $10.2K.
Altria Group made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #387 holding.
Steigerwald Gordon & Koch first reported a position in Altria Group in Q4 2016 and has held it in 9 quarters since.
Steigerwald Gordon & Koch's Altria Group position peaked at $310K in Q2 2017.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.