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Summitry LLC’s Altria Group MO Stock Holding History

Summitry LLC’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 		$401K Buy
+5,571
New +$389K 0.01% 189
2025
Q4 		– Sell
-5,277
Closed -$349K – 263
2025
Q3 		$349K Sell
5,277
-2,096
-28% -$133K 0.01% 137
2025
Q2 		$432K Buy
+7,373
New +$433K 0.02% 106

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

Summitry LLC's MO Position: Q2 2026 in Review

Summitry LLC opened a new position in Altria Group (MO) in Q2 2026: 5,571 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Summitry LLC previously reported a position in MO as recently as Q3 2025.

Summitry LLC first reported a position in MO in Q2 2025 and has held it in 3 quarters since. The position peaked at $432K in Q2 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Summitry LLC held 5,571 shares of Altria Group worth $401K as of Q2 2026.
  • Altria Group was a new Summitry LLC position in Q2 2026.
  • Altria Group made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #189 holding.
  • Summitry LLC first reported a position in Altria Group in Q2 2025 and has held it in 3 quarters since.
  • Summitry LLC's Altria Group position peaked at $432K in Q2 2025.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.