TrueMark Investments’s Altria Group MO Stock Holding History

TrueMark Investments’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	$6.29M	Buy	87,364 +11,346	+15%	+$792K	0.79%	40
2026 Q1	$5.02M	Sell	76,018 -1,639	-2%	-$105K	0.98%	43
2025 Q4	$4.48M	Buy	77,657 +11,234	+17%	+$678K	0.86%	41
2025 Q3	$4.39M	Buy	+66,423	New	+$4.21M	0.76%	57
2024 Q4	–	Sell	-5,835	Closed	-$298K	–	226
2024 Q3	$298K	Sell	5,835 -5,086	-47%	-$257K	0.1%	166
2024 Q2	$497K	Buy	+10,921	New	+$485K	0.17%	128
2024 Q1	–	Sell	-27,398	Closed	-$1.11M	–	99
2023 Q4	$1.11M	Buy	+27,398	New	+$1.13M	1.1%	46

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

TrueMark Investments's MO Position: Q2 2026 in Review

TrueMark Investments increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $792K and bringing the position to 87,364 shares worth $6.29M. The position accounts for 0.79% of the portfolio, ranked #40.

TrueMark Investments first reported a position in MO in Q4 2023 and has held it in 7 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

TrueMark Investments held 87,364 shares of Altria Group worth $6.29M as of Q2 2026.
TrueMark Investments bought 11,346 Altria Group shares in Q2 2026, an estimated $792K.
Altria Group made up 0.79% of TrueMark Investments's portfolio in Q2 2026, its #40 holding.
TrueMark Investments first reported a position in Altria Group in Q4 2023 and has held it in 7 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.