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Stratos Investment Management’s Altria Group MO Stock Holding History

Stratos Investment Management’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 		$828K Buy
11,502
+96
+0.8% +$6.7K 0.03% 213
2026
Q1 		$753K Buy
11,406
+285
+3% +$18.3K 0.03% 212
2025
Q4 		$641K Buy
11,121
+618
+6% +$37.3K 0.03% 215
2025
Q3 		$694K Buy
10,503
+975
+10% +$61.8K 0.03% 206
2025
Q2 		$559K Buy
9,528
+593
+7% +$34.8K 0.03% 237
2025
Q1 		$536K Buy
8,935
+3,347
+60% +$183K 0.03% 202
2024
Q4 		$292K Sell
5,588
-722
-11% -$38.5K 0.02% 216
2024
Q3 		$322K Buy
6,310
+57
+0.9% +$2.88K 0.02% 194
2024
Q2 		$285K Buy
6,253
+374
+6% +$16.6K 0.02% 187
2024
Q1 		$256K Sell
5,879
-8,234
-58% -$341K 0.03% 173
2023
Q4 		$569K Buy
14,113
+2,023
+17% +$83.7K 0.07% 115
2023
Q3 		$508K Sell
12,090
-1,749
-13% -$77.3K 0.08% 112
2023
Q2 		$627K Sell
13,839
-6,092
-31% -$276K 0.1% 103
2023
Q1 		$889K Buy
19,931
+353
+2% +$16.2K 0.15% 98
2022
Q4 		$895K Buy
19,578
+1,280
+7% +$58K 0.16% 97
2022
Q3 		$739K Sell
18,298
-2,288
-11% -$99.8K 0.15% 98
2022
Q2 		$860K Buy
20,586
+71
+0.3% +$3.68K 0.16% 93
2022
Q1 		$1.07M Buy
20,515
+2,092
+11% +$107K 0.18% 88
2021
Q4 		$873K Buy
18,423
+3,593
+24% +$165K 0.14% 100
2021
Q3 		$675K Buy
14,830
+1,624
+12% +$78.4K 0.12% 117
2021
Q2 		$630K Buy
13,206
+1,646
+14% +$80.9K 0.17% 85
2021
Q1 		$591K Sell
11,560
-3,316
-22% -$149K 0.19% 87
2020
Q4 		$610K Buy
14,876
+1,517
+11% +$60.9K 0.19% 86
2020
Q3 		$516K Sell
13,359
-971
-7% -$40.4K 0.19% 90
2020
Q2 		$562K Buy
+14,330
New +$559K 0.24% 78

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

Stratos Investment Management's MO Position: Q2 2026 in Review

Stratos Investment Management increased its Altria Group (MO) stake by 0.84% in Q2 2026, buying an estimated $6.7K and bringing the position to 11,502 shares worth $828K. The position accounts for 0.03% of the portfolio, ranked #213.

Stratos Investment Management first reported a position in MO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q1 2022. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Stratos Investment Management held 11,502 shares of Altria Group worth $828K as of Q2 2026.
  • Stratos Investment Management bought 96 Altria Group shares in Q2 2026, an estimated $6.7K.
  • Altria Group made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #213 holding.
  • Stratos Investment Management first reported a position in Altria Group in Q2 2020 and has held it in 25 quarters since.
  • Stratos Investment Management's Altria Group position peaked at $1.07M in Q1 2022.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.