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
2026 Q2	$452K	Buy	+6,280	New	+$438K	0.05%	57
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

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

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

Wallace Capital Management opened a new position in Altria Group (MO) in Q2 2026: 6,280 shares worth $452K. The stake represents 0.05% of the portfolio and ranks #57 among its holdings. This is a return to the name: Wallace Capital Management previously reported a position in MO as recently as Q1 2025.

Wallace Capital Management first reported a position in MO in Q2 2013 and has held it in 29 quarters since. The position peaked at $515K in Q2 2017. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Wallace Capital Management held 6,280 shares of Altria Group worth $452K as of Q2 2026.
Altria Group was a new Wallace Capital Management position in Q2 2026.
Altria Group made up 0.05% of Wallace Capital Management's portfolio in Q2 2026, its #57 holding.
Wallace Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 29 quarters since.
Wallace Capital Management's Altria Group position peaked at $515K in Q2 2017.
2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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