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Tidemark’s Altria Group MO Stock Holding History

Tidemark’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 		$58K Buy
806
+533
+195% +$37.2K 0.01% 289
2026
Q1 		$18K Buy
273
+12
+5% +$772 ﹤0.01% 381
2025
Q4 		$15K Sell
261
-519
-67% -$31.3K ﹤0.01% 387
2025
Q3 		$51.5K Buy
780
+500
+179% +$31.7K 0.02% 242
2025
Q2 		$16.4K Buy
280
+19
+7% +$1.12K 0.01% 391
2025
Q1 		$15.7K Sell
261
-30
-10% -$1.64K 0.01% 374
2024
Q4 		$15.2K Hold
291
– – 0.01% 387
2024
Q3 		$14.9K Hold
291
– – 0.01% 382
2024
Q2 		$13.3K Sell
291
-46
-14% -$2.04K 0.01% 376
2024
Q1 		$14.7K Buy
337
+107
+47% +$4.44K 0.01% 384
2023
Q4 		$9.28K Buy
+230
New +$9.51K 0.01% 436

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

Tidemark's MO Position: Q2 2026 in Review

Tidemark increased its Altria Group (MO) stake by 195% in Q2 2026, buying an estimated $37.2K and bringing the position to 806 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #289.

Tidemark first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Tidemark held 806 shares of Altria Group worth $58K as of Q2 2026.
  • Tidemark bought 533 Altria Group shares in Q2 2026, an estimated $37.2K.
  • Altria Group made up 0.01% of Tidemark's portfolio in Q2 2026, its #289 holding.
  • Tidemark first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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