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Symmetry Partners’s Altria Group MO Stock Holding History

Symmetry Partners’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 		$1.02M Buy
14,235
+1,328
+10% +$92.7K 0.05% 83
2026
Q1 		$852K Buy
12,907
+128
+1% +$8.24K 0.05% 85
2025
Q4 		$737K Buy
12,779
+6,096
+91% +$368K 0.04% 86
2025
Q3 		$441K Buy
6,683
+198
+3% +$12.5K 0.05% 92
2025
Q2 		$380K Sell
6,485
-124
-2% -$7.28K 0.05% 98
2025
Q1 		$397K Buy
6,609
+21
+0.3% +$1.15K 0.06% 91
2024
Q4 		$344K Buy
+6,588
New +$351K 0.05% 90
2024
Q3 		– Sell
-9,539
Closed -$435K – 347
2024
Q2 		$435K Hold
9,539
– – 0.02% 316
2024
Q1 		$416K Hold
9,539
– – 0.03% 344
2023
Q4 		$383K Sell
9,539
-3,569
-27% -$148K 0.02% 342
2023
Q3 		$551K Sell
13,108
-3,466
-21% -$153K 0.03% 284
2023
Q2 		$751K Sell
16,574
-64,316
-80% -$2.91M 0.04% 240
2023
Q1 		$3.61M Buy
80,890
+17,392
+27% +$800K 0.2% 67
2022
Q4 		$2.9M Buy
63,498
+46,924
+283% +$2.13M 0.17% 69
2022
Q3 		$669K Buy
16,574
+2,904
+21% +$127K 0.05% 238
2022
Q2 		$571K Hold
13,670
– – 0.04% 283
2022
Q1 		$714K Hold
13,670
– – 0.04% 277
2021
Q4 		$648K Sell
13,670
-7,103
-34% -$325K 0.04% 318
2021
Q3 		$959K Hold
20,773
– – 0.06% 228
2021
Q2 		$990K Hold
20,773
– – 0.07% 230
2021
Q1 		$1.06M Sell
20,773
-2,396
-10% -$107K 0.08% 187
2020
Q4 		$950K Hold
23,169
– – 0.07% 194
2020
Q3 		$895K Buy
+23,169
New +$964K 0.08% 188

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

Symmetry Partners's MO Position: Q2 2026 in Review

Symmetry Partners increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $92.7K and bringing the position to 14,235 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #83.

Symmetry Partners first reported a position in MO in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.61M in Q1 2023. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Symmetry Partners held 14,235 shares of Altria Group worth $1.02M as of Q2 2026.
  • Symmetry Partners bought 1,328 Altria Group shares in Q2 2026, an estimated $92.7K.
  • Altria Group made up 0.05% of Symmetry Partners's portfolio in Q2 2026, its #83 holding.
  • Symmetry Partners first reported a position in Altria Group in Q3 2020 and has held it in 23 quarters since.
  • Symmetry Partners's Altria Group position peaked at $3.61M in Q1 2023.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.