tru Independence’s Altria Group MO Stock Holding History

tru Independence’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	$262K	Buy	3,648 +214	+6%	+$14.9K	0.11%	88
2026 Q1	$227K	Buy	+3,434	New	+$221K	0.11%	94
2025 Q4	–	Sell	-3,110	Closed	-$205K	–	137
2025 Q3	$205K	Buy	+3,110	New	+$197K	0.05%	124
2022 Q2	–	Sell	-4,528	Closed	-$237K	–	197
2022 Q1	$237K	Buy	+4,528	New	+$231K	0.06%	136
2021 Q3	–	Sell	-2,617	Closed	-$125K	–	286
2021 Q2	$125K	Buy	+2,617	New	+$129K	0.04%	114
2021 Q1	–	Sell	-4,191	Closed	-$171	–	542
2020 Q4	$171	Buy	4,191 +2,551	+156%	+$102K	﹤0.01%	435
2020 Q3	$63K	Sell	1,640 -33,639	-95%	-$1.4M	0.02%	200
2020 Q2	$1.39M	Buy	35,279 +1,701	+5%	+$66.4K	0.2%	88
2020 Q1	$1.3M	Hold	33,578	–	–	0.21%	87
2019 Q4	$1.3M	Buy	+33,578	New	+$1.58M	0.19%	101

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

tru Independence's MO Position: Q2 2026 in Review

tru Independence increased its Altria Group (MO) stake by 6.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,648 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #88.

tru Independence first reported a position in MO in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2020. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

tru Independence held 3,648 shares of Altria Group worth $262K as of Q2 2026.
tru Independence bought 214 Altria Group shares in Q2 2026, an estimated $14.9K.
Altria Group made up 0.11% of tru Independence's portfolio in Q2 2026, its #88 holding.
tru Independence first reported a position in Altria Group in Q4 2019 and has held it in 10 quarters since.
tru Independence's Altria Group position peaked at $1.39M in Q2 2020.
2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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