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Summit Securities Group’s Altria Group MO Stock Holding History

Summit Securities 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
2022
Q4 		– Sell
-64,600
Closed -$2.61M – 1288
2022
Q3 		$2.61M Sell
64,600
-70,000
-52% -$3.05M 0.2% 82
2022
Q2 		$5.62M Sell
134,600
-136,100
-50% -$7.05M 0.7% 28
2022
Q1 		$14.1M Buy
+270,700
New +$13.8M 1.58% 9
2021
Q4 		– Sell
-2,906
Closed -$13.2M – 887
2021
Q3 		$13.2M Sell
2,906
-1,615
-36% -$78K 1.03% 15
2021
Q2 		$21.6M Buy
4,521
+4,081
+928% +$201K 1.78% 6
2021
Q1 		$2.25M Buy
+440
New +$19.7K 0.25% 88
2020
Q4 		– Sell
-55
Closed -$213K – 589
2020
Q3 		$213K Sell
55
-119
-68% -$4.95K 0.02% 318
2020
Q2 		$683K Buy
174
+50
+40% +$1.95K 0.08% 191
2020
Q1 		$480K Buy
124
+4
+3% +$178 0.08% 165
2019
Q4 		$599K Buy
+120
New +$5.66K 0.05% 265
2019
Q2 		– Sell
-216
Closed -$1.24M – 369
2019
Q1 		$1.24M Buy
+216
New +$11K 0.23% 71
2017
Q4 		– Sell
-43
Closed -$273K – 231
2017
Q3 		$273K Buy
+43
New +$2.87K 0.05% 151
2017
Q2 		– Sell
-107
Closed -$764K – 333
2017
Q1 		$764K Buy
+107
New +$7.74K 0.22% 97
2014
Q4 		– Sell
-244
Closed -$191K – 681
2014
Q3 		$191K Buy
+244
New +$10.5K 0.06% 218

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 Securities Group's MO Position: Q2 2026 in Review

Summit Securities Group increased its Altria Group (MO) stake by 508% in Q2 2026, buying an estimated $133K and bringing the position to 2,287 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #307.

Summit Securities Group first reported a position in MO in Q2 2013 and has held it in 46 quarters since. The position peaked at $18.6M in Q1 2021. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Summit Securities Group held 2,287 shares of Altria Group worth $165K as of Q2 2026.
  • Summit Securities Group bought 1,911 Altria Group shares in Q2 2026, an estimated $133K.
  • Altria Group made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #307 holding.
  • Summit Securities Group first reported a position in Altria Group in Q2 2013 and has held it in 46 quarters since.
  • Summit Securities Group's Altria Group position peaked at $18.6M in Q1 2021.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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