SFO
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Stokes Family Office’s Altria Group MO Stock Holding History

Stokes Family Office’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 		$3.87M Sell
53,764
-5,496
-9% -$384K 0.45% 62
2026
Q1 		$3.91M Sell
59,260
-1,406
-2% -$90.5K 0.4% 63
2025
Q4 		$3.5M Buy
60,666
+6,029
+11% +$364K 0.32% 71
2025
Q3 		$3.61M Buy
54,637
+14
+0% +$887 0.34% 68
2025
Q2 		$3.2M Buy
54,623
+1,428
+3% +$83.9K 0.34% 68
2025
Q1 		$3.19M Sell
53,195
-12,941
-20% -$707K 0.36% 65
2024
Q4 		$3.46M Buy
66,136
+2,948
+5% +$157K 0.37% 62
2024
Q3 		$3.23M Sell
63,188
-1,460
-2% -$73.8K 0.35% 64
2024
Q2 		$2.94M Buy
64,648
+388
+0.6% +$17.2K 0.35% 67
2024
Q1 		$2.8M Sell
64,260
-4,742
-7% -$197K 0.35% 66
2023
Q4 		$2.78M Sell
69,002
-11,266
-14% -$466K 0.38% 63
2023
Q3 		$3.38M Sell
80,268
-4,868
-6% -$215K 0.4% 61
2023
Q2 		$3.86M Buy
85,136
+4,202
+5% +$190K 0.45% 50
2023
Q1 		$3.61M Sell
80,934
-27,232
-25% -$1.25M 0.45% 52
2022
Q4 		$4.94M Buy
108,166
+4,407
+4% +$200K 0.64% 37
2022
Q3 		$4.19M Sell
103,759
-240
-0.2% -$10.5K 0.6% 38
2022
Q2 		$4.34M Sell
103,999
-3,068
-3% -$159K 0.59% 41
2022
Q1 		$5.59M Sell
107,067
-971
-0.9% -$49.5K 0.74% 33
2021
Q4 		$5.12M Buy
108,038
+3,170
+3% +$145K 0.64% 41
2021
Q3 		$4.77M Buy
104,868
+1,092
+1% +$52.7K 0.66% 38
2021
Q2 		$4.95M Buy
103,776
+1,271
+1% +$62.4K 0.7% 37
2021
Q1 		$5.24M Buy
102,505
+4,973
+5% +$223K 0.82% 30
2020
Q4 		$4M Buy
97,532
+2,576
+3% +$103K 0.79% 33
2020
Q3 		$3.67M Buy
94,956
+7,726
+9% +$322K 0.83% 33
2020
Q2 		$3.42M Buy
87,230
+2,778
+3% +$108K 0.86% 29
2020
Q1 		$3.27M Buy
84,452
+18,500
+28% +$821K 0.87% 28
2019
Q4 		$3.29M Buy
+65,952
New +$3.11M 0.73% 36

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

Stokes Family Office's MO Position: Q2 2026 in Review

Stokes Family Office reduced its Altria Group (MO) stake by 9.3% in Q2 2026, selling an estimated $384K and leaving 53,764 shares worth $3.87M. The position accounts for 0.45% of the portfolio, ranked #62.

Stokes Family Office first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.59M in Q1 2022. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Stokes Family Office held 53,764 shares of Altria Group worth $3.87M as of Q2 2026.
  • Stokes Family Office sold 5,496 Altria Group shares in Q2 2026, an estimated $384K.
  • Altria Group made up 0.45% of Stokes Family Office's portfolio in Q2 2026, its #62 holding.
  • Stokes Family Office first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Altria Group position peaked at $5.59M in Q1 2022.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.