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Tacita Capital’s Altria Group MO Stock Holding History

Tacita Capital’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 		$74.6K Sell
1,037
-63
-6% -$4.4K 0.04% 119
2026
Q1 		$72.6K Hold
1,100
– – 0.04% 121
2025
Q4 		$63.4K Sell
1,100
-87
-7% -$5.25K 0.04% 131
2025
Q3 		$78.4K Hold
1,187
– – 0.05% 115
2025
Q2 		$69.6K Hold
1,187
– – 0.04% 117
2025
Q1 		$71.2K Buy
1,187
+175
+17% +$9.55K 0.05% 110
2024
Q4 		$52.9K Sell
1,012
-600
-37% -$32K 0.04% 122
2024
Q3 		$82.3K Buy
1,612
+127
+9% +$6.42K 0.05% 116
2024
Q2 		$67.6K Hold
1,485
– – 0.05% 125
2024
Q1 		$64.8K Buy
1,485
+125
+9% +$5.18K 0.04% 131
2023
Q4 		$54.9K Sell
1,360
-430
-24% -$17.8K 0.04% 138
2023
Q3 		$75.3K Buy
1,790
+430
+32% +$19K 0.06% 117
2023
Q2 		$62K Hold
1,360
– – 0.05% 126
2023
Q1 		$61K Hold
1,360
– – 0.05% 120
2022
Q4 		$62K Hold
1,360
– – 0.05% 111
2022
Q3 		$55K Sell
1,360
-60
-4% -$2.62K 0.04% 110
2022
Q2 		$59K Hold
1,420
– – 0.04% 119
2022
Q1 		$74K Buy
1,420
+395
+39% +$20.1K 0.04% 117
2021
Q4 		$49K Hold
1,025
– – 0.03% 150
2021
Q3 		$47K Sell
1,025
-400
-28% -$19.3K 0.03% 147
2021
Q2 		$68K Hold
1,425
– – 0.04% 118
2021
Q1 		$73K Hold
1,425
– – 0.05% 127
2020
Q4 		$58K Buy
+1,425
New +$57.2K 0.04% 141

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

Tacita Capital's MO Position: Q2 2026 in Review

Tacita Capital reduced its Altria Group (MO) stake by 5.7% in Q2 2026, selling an estimated $4.4K and leaving 1,037 shares worth $74.6K. The position accounts for 0.04% of the portfolio, ranked #119.

Tacita Capital first reported a position in MO in Q4 2020 and has held it in 23 quarters since. The position peaked at $82.3K in Q3 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Tacita Capital held 1,037 shares of Altria Group worth $74.6K as of Q2 2026.
  • Tacita Capital sold 63 Altria Group shares in Q2 2026, an estimated $4.4K.
  • Altria Group made up 0.04% of Tacita Capital's portfolio in Q2 2026, its #119 holding.
  • Tacita Capital first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • Tacita Capital's Altria Group position peaked at $82.3K in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.