Syverson Strege & Co’s Altria Group MO Stock Holding History

Syverson Strege & Co’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	$623K	Buy	8,652 +2,682	+45%	+$187K	0.14%	73
2026 Q1	$394K	Buy	5,970 +636	+12%	+$40.9K	0.09%	93
2025 Q4	$308K	Sell	5,334 -654	-11%	-$39.5K	0.07%	115
2025 Q3	$396K	Sell	5,988 -451	-7%	-$28.6K	0.09%	84
2025 Q2	$377K	Buy	+6,439	New	+$378K	0.09%	92
2023 Q2	–	Sell	-100	Closed	-$4.46K	–	405
2023 Q1	$4.46K	Hold	100	–	–	﹤0.01%	355
2022 Q4	$4.57K	Hold	100	–	–	﹤0.01%	228
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	226
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	272
2022 Q1	$5K	Hold	100	–	–	0.01%	242
2021 Q4	$5K	Buy	+100	New	+$4.58K	﹤0.01%	234
2021 Q2	–	Sell	-169	Closed	-$9K	–	282
2021 Q1	$9K	Buy	169 +4	+2%	+$179	0.01%	197
2020 Q4	$7K	Buy	+165	New	+$6.63K	0.01%	190

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Syverson Strege & Co's MO Position: Q2 2026 in Review

Syverson Strege & Co increased its Altria Group (MO) stake by 45% in Q2 2026, buying an estimated $187K and bringing the position to 8,652 shares worth $623K. The position accounts for 0.14% of the portfolio, ranked #73.

Syverson Strege & Co first reported a position in MO in Q4 2020 and has held it in 13 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Syverson Strege & Co held 8,652 shares of Altria Group worth $623K as of Q2 2026.
Syverson Strege & Co bought 2,682 Altria Group shares in Q2 2026, an estimated $187K.
Altria Group made up 0.14% of Syverson Strege & Co's portfolio in Q2 2026, its #73 holding.
Syverson Strege & Co first reported a position in Altria Group in Q4 2020 and has held it in 13 quarters since.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.