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Sweeney & Michel’s Altria Group MO Stock Holding History

Sweeney & Michel’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 		$283K Buy
4,142
+43
+1% +$3K 0.07% 134
2026
Q1 		$274K Hold
4,099
– – 0.08% 127
2025
Q4 		$270K Buy
4,099
+44
+1% +$2.66K 0.08% 124
2025
Q3 		$270K Buy
4,055
+45
+1% +$2.85K 0.09% 112
2025
Q2 		$232K Sell
4,010
-421
-10% -$24.7K 0.08% 118
2025
Q1 		$246K Buy
+4,431
New +$242K 0.11% 109
2024
Q3 		$213K Buy
+4,299
New +$217K 0.08% 113

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

Sweeney & Michel's MO Position: Q2 2026 in Review

Sweeney & Michel increased its Altria Group (MO) stake by 1% in Q2 2026, buying an estimated $3K and bringing the position to 4,142 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #134.

Sweeney & Michel first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sweeney & Michel held 4,142 shares of Altria Group worth $283K as of Q2 2026.
  • Sweeney & Michel bought 43 Altria Group shares in Q2 2026, an estimated $3K.
  • Altria Group made up 0.07% of Sweeney & Michel's portfolio in Q2 2026, its #134 holding.
  • Sweeney & Michel first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.