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Stolper & Co’s Altria Group MO Stock Holding History

Stolper & Co’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 		$3.02M Buy
41,966
+632
+2% +$44.1K 0.78% 38
2026
Q1 		$2.73M Buy
41,334
+403
+1% +$25.9K 0.77% 40
2025
Q4 		$2.36M Buy
40,931
+858
+2% +$51.8K 0.7% 40
2025
Q3 		$2.65M Buy
40,073
+663
+2% +$42K 0.8% 37
2025
Q2 		$2.31M Buy
39,410
+27
+0.1% +$1.59K 0.76% 37
2025
Q1 		$2.36M Buy
39,383
+125
+0.3% +$6.83K 0.78% 39
2024
Q4 		$2.05M Buy
39,258
+145
+0.4% +$7.72K 0.68% 40
2024
Q3 		$2M Buy
39,113
+176
+0.5% +$8.9K 0.65% 49
2024
Q2 		$1.77M Sell
38,937
-102
-0.3% -$4.53K 0.62% 49
2024
Q1 		$1.7M Buy
39,039
+5,174
+15% +$215K 0.61% 51
2023
Q4 		$1.37M Sell
33,865
-3,108
-8% -$129K 0.55% 53
2023
Q3 		$1.55M Buy
36,973
+456
+1% +$20.1K 0.67% 47
2023
Q2 		$1.65M Sell
36,517
-170
-0.5% -$7.7K 0.7% 46
2023
Q1 		$1.64M Buy
36,687
+5,766
+19% +$265K 0.7% 49
2022
Q4 		$1.41M Sell
30,921
-5,660
-15% -$256K 0.62% 53
2022
Q3 		$1.48M Buy
36,581
+3,031
+9% +$132K 0.73% 52
2022
Q2 		$1.4M Buy
33,550
+1,519
+5% +$78.7K 0.66% 57
2022
Q1 		$1.67M Buy
32,031
+2,229
+7% +$114K 0.71% 53
2021
Q4 		$1.41M Buy
29,802
+21
+0.1% +$962 0.63% 50
2021
Q3 		$1.36M Buy
29,781
+650
+2% +$31.4K 0.65% 51
2021
Q2 		$1.39M Buy
29,131
+413
+1% +$20.3K 0.65% 50
2021
Q1 		$1.47M Buy
28,718
+5,783
+25% +$259K 0.76% 44
2020
Q4 		$940K Sell
22,935
-4,243
-16% -$170K 0.53% 54
2020
Q3 		$1.05M Sell
27,178
-1,317
-5% -$54.8K 0.68% 48
2020
Q2 		$1.12M Sell
28,495
-2,007
-7% -$78.3K 0.73% 47
2020
Q1 		$1.18M Buy
+30,502
New +$1.35M 0.85% 45

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Stolper & Co's MO Position: Q2 2026 in Review

Stolper & Co increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $44.1K and bringing the position to 41,966 shares worth $3.02M. The position accounts for 0.78% of the portfolio, ranked #38.

Stolper & Co first reported a position in MO in Q1 2020 and has held it in 26 quarters since. 517 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Stolper & Co held 41,966 shares of Altria Group worth $3.02M as of Q2 2026.
  • Stolper & Co bought 632 Altria Group shares in Q2 2026, an estimated $44.1K.
  • Altria Group made up 0.78% of Stolper & Co's portfolio in Q2 2026, its #38 holding.
  • Stolper & Co first reported a position in Altria Group in Q1 2020 and has held it in 26 quarters since.
  • 517 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.