Trifecta Capital Advisors’s Altria Group MO Stock Holding History

Trifecta Capital Advisors’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	$2.3K	Buy	+32	New	+$2.23K	﹤0.01%	296
2025 Q4	–	Sell	-79	Closed	-$5.22K	–	376
2025 Q3	$5.22K	Hold	79	–	–	﹤0.01%	267
2025 Q2	$4.63K	Hold	79	–	–	﹤0.01%	267
2025 Q1	$4.74K	Hold	79	–	–	﹤0.01%	240
2024 Q4	$4.13K	Hold	79	–	–	﹤0.01%	239
2024 Q3	$4.03K	Hold	79	–	–	﹤0.01%	247
2024 Q2	$3.6K	Hold	79	–	–	﹤0.01%	261
2024 Q1	$3.45K	Hold	79	–	–	﹤0.01%	253
2023 Q4	$3.19K	Hold	79	–	–	﹤0.01%	282
2023 Q3	$3.32K	Hold	79	–	–	﹤0.01%	259
2023 Q2	$3.58K	Hold	79	–	–	﹤0.01%	245
2023 Q1	$3.52K	Hold	79	–	–	﹤0.01%	248
2022 Q4	$3.61K	Buy	+79	New	+$3.58K	﹤0.01%	244

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 $3.37T AUM 44.26% 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

Trifecta Capital Advisors's MO Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Altria Group (MO) in Q2 2026: 32 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in MO as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in MO in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.22K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Trifecta Capital Advisors held 32 shares of Altria Group worth $2.3K as of Q2 2026.
Altria Group was a new Trifecta Capital Advisors position in Q2 2026.
Altria Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #296 holding.
Trifecta Capital Advisors first reported a position in Altria Group in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Altria Group position peaked at $5.22K in Q3 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.