SGI
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Summit Global Investments’s Altria Group MO Stock Holding History

Summit Global Investments’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 		$705K Sell
9,794
-2,042
-17% -$143K 0.04% 281
2026
Q1 		$781K Buy
11,836
+2,124
+22% +$137K 0.05% 245
2025
Q4 		$560K Sell
9,712
-5,540
-36% -$335K 0.03% 291
2025
Q3 		$1.01M Buy
15,252
+656
+4% +$41.6K 0.06% 198
2025
Q2 		$856K Buy
+14,596
New +$857K 0.05% 223

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

Summit Global Investments's MO Position: Q2 2026 in Review

Summit Global Investments reduced its Altria Group (MO) stake by 17% in Q2 2026, selling an estimated $143K and leaving 9,794 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #281.

Summit Global Investments first reported a position in MO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Summit Global Investments held 9,794 shares of Altria Group worth $705K as of Q2 2026.
  • Summit Global Investments sold 2,042 Altria Group shares in Q2 2026, an estimated $143K.
  • Altria Group made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #281 holding.
  • Summit Global Investments first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Altria Group position peaked at $1.01M in Q3 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.