Tucker Asset Management’s Altria Group MO Stock Holding History

Tucker Asset 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	$715K	Buy	9,939 +658	+7%	+$45.9K	0.18%	57
2026 Q1	$612K	Buy	9,281 +3,546	+62%	+$228K	0.18%	42
2025 Q4	$331K	Buy	+5,735	New	+$346K	0.1%	57
2025 Q3	–	Sell	-4,546	Closed	-$267K	–	335
2025 Q2	$267K	Buy	+4,546	New	+$267K	0.09%	74
2025 Q1	–	Sell	-31	Closed	-$1.62K	–	681
2024 Q4	$1.62K	Sell	31 -39	-56%	-$2.08K	﹤0.01%	1257
2024 Q3	$3.57K	Sell	70 -2,385	-97%	-$121K	﹤0.01%	1013
2024 Q2	$112K	Sell	2,455 -377	-13%	-$16.7K	0.02%	239
2024 Q1	$124K	Sell	2,832 -402	-12%	-$16.7K	0.03%	237
2023 Q4	$130K	Buy	3,234 +1,914	+145%	+$79.2K	0.03%	182
2023 Q3	$55.5K	Buy	1,320 +50	+4%	+$2.21K	0.01%	307
2023 Q2	$57.5K	Buy	1,270 +100	+9%	+$4.53K	0.02%	243
2023 Q1	$52.2K	Sell	1,170 -10	-0.8%	-$460	0.02%	240
2022 Q4	$54.1K	Buy	1,180 +460	+64%	+$20.8K	0.02%	137
2022 Q3	$33.3K	Buy	720 +500	+227%	+$21.8K	0.01%	175
2022 Q2	$9.19K	Buy	220 +150	+214%	+$7.77K	﹤0.01%	260
2022 Q1	$3.66K	Sell	70 -125	-64%	-$6.37K	﹤0.01%	353
2021 Q4	$9.21K	Hold	195	–	–	﹤0.01%	216
2021 Q3	$8.6K	Hold	195	–	–	﹤0.01%	193
2021 Q2	$9.3K	Hold	195	–	–	﹤0.01%	180
2021 Q1	$9.98K	Sell	195 -20	-9%	-$896	0.01%	174
2020 Q4	$8.81K	Buy	+215	New	+$8.63K	0.01%	209

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

Tucker Asset Management's MO Position: Q2 2026 in Review

Tucker Asset Management increased its Altria Group (MO) stake by 7.1% in Q2 2026, buying an estimated $45.9K and bringing the position to 9,939 shares worth $715K. The position accounts for 0.18% of the portfolio, ranked #57.

Tucker Asset Management first reported a position in MO in Q4 2020 and has held it in 21 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Tucker Asset Management held 9,939 shares of Altria Group worth $715K as of Q2 2026.
Tucker Asset Management bought 658 Altria Group shares in Q2 2026, an estimated $45.9K.
Altria Group made up 0.18% of Tucker Asset Management's portfolio in Q2 2026, its #57 holding.
Tucker Asset Management first reported a position in Altria Group in Q4 2020 and has held it in 21 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.