Sumitomo Mitsui Trust Group’s Altria Group MO Stock Holding History

Sumitomo Mitsui Trust Group’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	$238M	Sell	3,301,598 -32,384	-1%	-$2.26M	0.14%	131
2026 Q1	$220M	Buy	3,333,982 +45,145	+1%	+$2.9M	0.14%	134
2025 Q4	$190M	Sell	3,288,837 -233,372	-7%	-$14.1M	0.11%	168
2025 Q3	$233M	Buy	3,522,209 +44,303	+1%	+$2.81M	0.13%	148
2025 Q2	$204M	Buy	3,477,906 +50,654	+1%	+$2.97M	0.13%	159
2025 Q1	$206M	Buy	3,427,252 +12,396	+0.4%	+$677K	0.15%	141
2024 Q4	$179M	Buy	3,414,856 +39,341	+1%	+$2.1M	0.12%	161
2024 Q3	$172M	Sell	3,375,515 -4,521	-0.1%	-$229K	0.12%	173
2024 Q2	$154M	Sell	3,380,036 -374,486	-10%	-$16.6M	0.11%	183
2024 Q1	$164M	Buy	3,754,522 +54,096	+1%	+$2.24M	0.11%	191
2023 Q4	$149M	Sell	3,700,426 -21,357	-0.6%	-$883K	0.11%	191
2023 Q3	$157M	Sell	3,721,783 -73,813	-2%	-$3.26M	0.13%	168
2023 Q2	$172M	Sell	3,795,596 -758,411	-17%	-$34.3M	0.13%	160
2023 Q1	$203M	Sell	4,554,007 -66,025	-1%	-$3.04M	0.15%	148
2022 Q4	$211M	Sell	4,620,032 -62,968	-1%	-$2.85M	0.17%	131
2022 Q3	$189M	Sell	4,683,000 -152,545	-3%	-$6.65M	0.16%	147
2022 Q2	$202M	Buy	4,835,545 +80,952	+2%	+$4.19M	0.16%	141
2022 Q1	$248M	Sell	4,754,593 -187,648	-4%	-$9.56M	0.17%	132
2021 Q4	$234M	Buy	4,942,241 +16,144	+0.3%	+$740K	0.14%	160
2021 Q3	$224M	Sell	4,926,097 -154,120	-3%	-$7.44M	0.14%	157
2021 Q2	$242M	Sell	5,080,217 -327,010	-6%	-$16.1M	0.14%	163
2021 Q1	$277M	Sell	5,407,227 -400,517	-7%	-$17.9M	0.17%	129
2020 Q4	$238M	Sell	5,807,744 -1,101,856	-16%	-$44.2M	0.15%	146
2020 Q3	$267M	Sell	6,909,600 -1,161,781	-14%	-$48.4M	0.18%	124
2020 Q2	$317M	Sell	8,071,381 -127,183	-2%	-$4.96M	0.22%	96
2020 Q1	$317M	Buy	8,198,564 +738,163	+10%	+$32.8M	0.27%	76
2019 Q4	$372M	Buy	7,460,401 +127,553	+2%	+$6.02M	0.29%	69
2019 Q3	$300M	Buy	7,332,848 +281,053	+4%	+$12.9M	0.26%	82
2019 Q2	$334M	Sell	7,051,795 -199,042	-3%	-$10.4M	0.3%	70
2019 Q1	$416M	Buy	7,250,837 +203,513	+3%	+$10.4M	0.39%	55
2018 Q4	$345M	Buy	7,047,324 +1,060,017	+18%	+$61.4M	0.37%	57
2018 Q3	$361M	Buy	5,987,307 +13,574	+0.2%	+$806K	0.39%	53
2018 Q2	$339M	Sell	5,973,733 -3,667	-0.1%	-$211K	0.4%	53
2018 Q1	$373M	Buy	5,977,400 +56,469	+1%	+$3.74M	0.48%	43
2017 Q4	$423M	Buy	5,920,931 +11,849	+0.2%	+$794K	0.55%	42
2017 Q3	$375M	Buy	5,909,082 +39,482	+0.7%	+$2.63M	0.53%	41
2017 Q2	$437M	Buy	5,869,600 +203,904	+4%	+$14.9M	0.64%	33
2017 Q1	$405M	Sell	5,665,696 -25,333	-0.4%	-$1.83M	0.63%	33
2016 Q4	$385M	Sell	5,691,029 -150,524	-3%	-$9.69M	0.63%	32
2016 Q3	$369M	Buy	5,841,553 +95,018	+2%	+$6.31M	0.61%	34
2016 Q2	$396M	Buy	5,746,535 +111,903	+2%	+$7.17M	0.68%	30
2016 Q1	$353M	Buy	5,634,632 +119,060	+2%	+$7.2M	0.62%	34
2015 Q4	$324M	Sell	5,515,572 -44,029	-0.8%	-$2.55M	0.58%	36
2015 Q3	$302M	Buy	5,559,601 +185,766	+3%	+$9.96M	0.59%	33
2015 Q2	$263M	Buy	5,373,835 +20,709	+0.4%	+$1.05M	0.47%	42
2015 Q1	$268M	Buy	5,353,126 +523,456	+11%	+$27.8M	0.48%	43
2014 Q4	$241M	Buy	4,829,670 +215	+0%	+$10.5K	0.47%	43
2014 Q3	$222M	Sell	4,829,455 -38,066	-0.8%	-$1.63M	0.44%	45
2014 Q2	$204M	Sell	4,867,521 -520,539	-10%	-$20.9M	0.42%	50
2014 Q1	$202M	Buy	5,388,060 +104,828	+2%	+$3.81M	0.42%	50
2013 Q4	$203M	Sell	5,283,232 -237,440	-4%	-$8.77M	0.42%	51
2013 Q3	$190M	Sell	5,520,672 -150,057	-3%	-$5.29M	0.41%	53
2013 Q2	$198M	Buy	+5,670,729	New	+$204M	0.45%	47

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

Sumitomo Mitsui Trust Group's MO Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Altria Group (MO) stake by 0.97% in Q2 2026, selling an estimated $2.26M and leaving 3,301,598 shares worth $238M. The position accounts for 0.14% of the portfolio, ranked #131.

Sumitomo Mitsui Trust Group first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $437M in Q2 2017. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sumitomo Mitsui Trust Group held 3,301,598 shares of Altria Group worth $238M as of Q2 2026.
Sumitomo Mitsui Trust Group sold 32,384 Altria Group shares in Q2 2026, an estimated $2.26M.
Altria Group made up 0.14% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #131 holding.
Sumitomo Mitsui Trust Group first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
Sumitomo Mitsui Trust Group's Altria Group position peaked at $437M in Q2 2017.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.