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VestGen Advisors’s Altria Group MO Stock Holding History

VestGen 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 		$2.04M Buy
28,379
+1,880
+7% +$131K 0.06% 301
2026
Q1 		$1.85M Buy
26,499
+5,936
+29% +$382K 0.05% 318
2025
Q4 		$1.19M Buy
20,563
+55
+0.3% +$3.32K 0.05% 327
2025
Q3 		$1.35M Buy
20,508
+10,166
+98% +$644K 0.05% 321
2025
Q2 		$606K Buy
10,342
+4,564
+79% +$268K 0.02% 393
2025
Q1 		$347K Buy
+5,778
New +$315K 0.02% 434

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VestGen Advisors's MO Position: Q2 2026 in Review

VestGen Advisors increased its Altria Group (MO) stake by 7.1% in Q2 2026, buying an estimated $131K and bringing the position to 28,379 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #301.

VestGen Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • VestGen Advisors held 28,379 shares of Altria Group worth $2.04M as of Q2 2026.
  • VestGen Advisors bought 1,880 Altria Group shares in Q2 2026, an estimated $131K.
  • Altria Group made up 0.06% of VestGen Advisors's portfolio in Q2 2026, its #301 holding.
  • VestGen Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.