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Wallace Capital Management’s Altria Group MO Stock Holding History

Wallace 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
2025
Q2 		– Sell
-3,650
Closed -$219K – 78
2025
Q1 		$219K Buy
+3,650
New +$199K 0.03% 73
2023
Q1 		– Sell
-4,445
Closed -$203K – 66
2022
Q4 		$203K Buy
+4,445
New +$201K 0.03% 63
2020
Q1 		– Sell
-4,140
Closed -$207K – 68
2019
Q4 		$207K Buy
+4,140
New +$195K 0.03% 60
2019
Q3 		– Sell
-4,390
Closed -$208K – 65
2019
Q2 		$208K Sell
4,390
-500
-10% -$26.2K 0.03% 63
2019
Q1 		$281K Sell
4,890
-2,030
-29% -$104K 0.04% 54
2018
Q4 		$342K Hold
6,920
– – 0.05% 56
2018
Q3 		$417K Hold
6,920
– – 0.05% 54
2018
Q2 		$393K Hold
6,920
– – 0.05% 59
2018
Q1 		$431K Hold
6,920
– – 0.06% 57
2017
Q4 		$494K Hold
6,920
– – 0.08% 55
2017
Q3 		$439K Hold
6,920
– – 0.07% 55
2017
Q2 		$515K Buy
6,920
+145
+2% +$10.6K 0.08% 53
2017
Q1 		$484K Hold
6,775
– – 0.08% 53
2016
Q4 		$459K Sell
6,775
-493
-7% -$31.7K 0.08% 53
2016
Q3 		$460K Hold
7,268
– – 0.08% 52
2016
Q2 		$501K Hold
7,268
– – 0.08% 48
2016
Q1 		$455K Hold
7,268
– – 0.08% 43
2015
Q4 		$423K Buy
7,268
+693
+11% +$40.2K 0.08% 45
2015
Q3 		$358K Hold
6,575
– – 0.07% 47
2015
Q2 		$322K Hold
6,575
– – 0.06% 48
2015
Q1 		$329K Hold
6,575
– – 0.06% 47
2014
Q4 		$324K Hold
6,575
– – 0.06% 47
2014
Q3 		$302K Buy
6,575
+815
+14% +$34.9K 0.06% 49
2014
Q2 		$242K Sell
5,760
-396
-6% -$15.9K 0.05% 51
2014
Q1 		$230K Hold
6,156
– – 0.05% 54
2013
Q4 		$236K Hold
6,156
– – 0.05% 57
2013
Q3 		$211K Sell
6,156
-250
-4% -$8.81K 0.06% 60
2013
Q2 		$224K Buy
+6,406
New +$230K 0.07% 60

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wallace Capital Management's MO Position: Q2 2025 in Review

Wallace Capital Management sold out of Altria Group (MO) in Q2 2025, closing a stake of 3,650 shares — an estimated $219K sold.

Wallace Capital Management first reported a position in MO in Q2 2013 and held it in 28 quarters. The position peaked at $515K in Q2 2017. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Wallace Capital Management reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Wallace Capital Management sold 3,650 Altria Group shares in Q2 2025, an estimated $219K.
  • Wallace Capital Management first reported a position in Altria Group in Q2 2013 and held it in 28 quarters.
  • Wallace Capital Management's Altria Group position peaked at $515K in Q2 2017.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Wallace Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.