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Tradewinds LLC’s Altria Group MO Stock Holding History

Tradewinds LLC’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 		$1.5M Sell
1,989
-12,434
-86% -$868K 0.34% 60
2026
Q1 		$1.08M Sell
14,423
-97
-0.7% -$6.24K 0.35% 50
2025
Q4 		$837K Sell
14,520
-407
-3% -$24.6K 0.2% 84
2025
Q3 		$986K Buy
+14,927
New +$946K 0.24% 73
2025
Q2 		– Sell
-14,815
Closed -$889K – 192
2025
Q1 		$889K Buy
14,815
+4,915
+50% +$268K 0.25% 74
2024
Q4 		$532K Buy
9,900
+998
+11% +$53.2K 0.15% 114
2024
Q3 		$454K Buy
8,902
+298
+3% +$15.1K 0.14% 117
2024
Q2 		$392K Buy
+8,604
New +$382K 0.12% 131
2023
Q3 		– Sell
-4,423
Closed -$200K – 122
2023
Q2 		$200K Buy
+4,423
New +$200K 0.12% 100

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

Tradewinds LLC's MO Position: Q2 2026 in Review

Tradewinds LLC reduced its Altria Group (MO) stake by 86% in Q2 2026, selling an estimated $868K and leaving 1,989 shares worth $1.5M. The position accounts for 0.34% of the portfolio, ranked #60.

Tradewinds LLC first reported a position in MO in Q2 2023 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Tradewinds LLC held 1,989 shares of Altria Group worth $1.5M as of Q2 2026.
  • Tradewinds LLC sold 12,434 Altria Group shares in Q2 2026, an estimated $868K.
  • Altria Group made up 0.34% of Tradewinds LLC's portfolio in Q2 2026, its #60 holding.
  • Tradewinds LLC first reported a position in Altria Group in Q2 2023 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.