Voleon Capital Management’s Altria Group MO Stock Holding History

Voleon 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	$2.79M	Buy	38,726 +958	+3%	+$66.9K	0.05%	301
2026 Q1	$2.49M	Sell	37,768 -85,350	-69%	-$5.49M	0.05%	294
2025 Q4	$7.1M	Buy	123,118 +48,200	+64%	+$2.91M	0.15%	145
2025 Q3	$4.95M	Buy	74,918 +50,518	+207%	+$3.2M	0.12%	174
2025 Q2	$1.43M	Buy	+24,400	New	+$1.43M	0.08%	209
2019 Q3	–	Sell	-278,000	Closed	-$13.2M	–	210
2019 Q2	$13.2M	Buy	+278,000	New	+$14.6M	0.75%	34

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

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

Voleon Capital Management increased its Altria Group (MO) stake by 2.5% in Q2 2026, buying an estimated $66.9K and bringing the position to 38,726 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #301.

Voleon Capital Management first reported a position in MO in Q2 2019 and has held it in 6 quarters since. The position peaked at $13.2M in Q2 2019. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Voleon Capital Management held 38,726 shares of Altria Group worth $2.79M as of Q2 2026.
Voleon Capital Management bought 958 Altria Group shares in Q2 2026, an estimated $66.9K.
Altria Group made up 0.05% of Voleon Capital Management's portfolio in Q2 2026, its #301 holding.
Voleon Capital Management first reported a position in Altria Group in Q2 2019 and has held it in 6 quarters since.
Voleon Capital Management's Altria Group position peaked at $13.2M in Q2 2019.
2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.