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Synergy Investment Management’s Altria Group MO Stock Holding History

Synergy Investment Management’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 		$210K Buy
2,875
+910
+46% +$63.5K 0.05% 169
2026
Q1 		$130K Buy
+1,965
New +$126K 0.04% 176
2025
Q1 		– Sell
-72
Closed -$3.77K – 641
2024
Q4 		$3.77K Buy
+72
New +$3.83K ﹤0.01% 498

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

Synergy Investment Management's MO Position: Q2 2026 in Review

Synergy Investment Management increased its Altria Group (MO) stake by 46% in Q2 2026, buying an estimated $63.5K and bringing the position to 2,875 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #169.

Synergy Investment Management first reported a position in MO in Q4 2024 and has held it in 3 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Synergy Investment Management held 2,875 shares of Altria Group worth $210K as of Q2 2026.
  • Synergy Investment Management bought 910 Altria Group shares in Q2 2026, an estimated $63.5K.
  • Altria Group made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #169 holding.
  • Synergy Investment Management first reported a position in Altria Group in Q4 2024 and has held it in 3 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.