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Storen Legacy Partners’s Altria Group MO Stock Holding History

Storen Legacy Partners’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 		$915K Buy
12,723
+114
+0.9% +$7.96K 0.25% 57
2026
Q1 		$832K Buy
12,609
+57
+0.5% +$3.67K 0.26% 56
2025
Q4 		$724K Buy
+12,552
New +$758K 0.23% 33

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

Storen Legacy Partners's MO Position: Q2 2026 in Review

Storen Legacy Partners increased its Altria Group (MO) stake by 0.9% in Q2 2026, buying an estimated $7.96K and bringing the position to 12,723 shares worth $915K. The position accounts for 0.25% of the portfolio, ranked #57.

Storen Legacy Partners first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Storen Legacy Partners held 12,723 shares of Altria Group worth $915K as of Q2 2026.
  • Storen Legacy Partners bought 114 Altria Group shares in Q2 2026, an estimated $7.96K.
  • Altria Group made up 0.25% of Storen Legacy Partners's portfolio in Q2 2026, its #57 holding.
  • Storen Legacy Partners first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.