Triumph Capital Management’s Altria Group MO Stock Holding History

Triumph Capital Management’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	$288K	Sell	3,996 -101	-2%	-$7.05K	0.05%	304
2026 Q1	$274K	Buy	4,097 +800	+24%	+$51.5K	0.06%	287
2025 Q4	$190K	Buy	+3,297	New	+$199K	0.04%	318
2024 Q2	–	Sell	-15,696	Closed	-$678K	–	262
2024 Q1	$678K	Buy	15,696 +250	+2%	+$10.4K	0.28%	90
2023 Q4	$632K	Buy	15,446 +8,245	+114%	+$341K	0.27%	82
2023 Q3	$310K	Buy	7,201 +1,807	+34%	+$79.8K	0.14%	148
2023 Q2	$249K	Buy	5,394 +224	+4%	+$10.1K	0.11%	171
2023 Q1	$231K	Buy	+5,170	New	+$238K	0.12%	159
2022 Q1	–	Sell	-7,991	Closed	-$379K	–	226
2021 Q4	$379K	Sell	7,991 -1,808	-18%	-$82.9K	0.16%	133
2021 Q3	$455K	Sell	9,799 -3,823	-28%	-$185K	0.21%	110
2021 Q2	$648K	Buy	+13,622	New	+$669K	0.38%	65

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Triumph Capital Management's MO Position: Q2 2026 in Review

Triumph Capital Management reduced its Altria Group (MO) stake by 2.5% in Q2 2026, selling an estimated $7.05K and leaving 3,996 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #304.

Triumph Capital Management first reported a position in MO in Q2 2021 and has held it in 11 quarters since. The position peaked at $678K in Q1 2024. 593 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Triumph Capital Management held 3,996 shares of Altria Group worth $288K as of Q2 2026.
Triumph Capital Management sold 101 Altria Group shares in Q2 2026, an estimated $7.05K.
Altria Group made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #304 holding.
Triumph Capital Management first reported a position in Altria Group in Q2 2021 and has held it in 11 quarters since.
Triumph Capital Management's Altria Group position peaked at $678K in Q1 2024.
593 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.