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Washington Trust Advisors’s Altria Group MO Stock Holding History

Washington Trust 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 		$338K Sell
4,692
-233
-5% -$16.3K 0.03% 185
2026
Q1 		$325K Buy
4,925
+50
+1% +$3.22K 0.03% 180
2025
Q4 		$281K Sell
4,875
-500
-9% -$30.2K 0.02% 193
2025
Q3 		$355K Sell
5,375
-600
-10% -$38K 0.03% 169
2025
Q2 		$350K Hold
5,975
– – 0.03% 156
2025
Q1 		$359K Sell
5,975
-568
-9% -$31K 0.03% 150
2024
Q4 		$342K Sell
6,543
-125
-2% -$6.66K 0.03% 153
2024
Q3 		$340K Sell
6,668
-550
-8% -$27.8K 0.03% 156
2024
Q2 		$329K Sell
7,218
-2,800
-28% -$124K 0.03% 149
2024
Q1 		$437K Sell
10,018
-3,200
-24% -$133K 0.04% 132
2023
Q4 		$533K Sell
13,218
-800
-6% -$33.1K 0.05% 121
2023
Q3 		$589K Sell
14,018
-800
-5% -$35.3K 0.06% 116
2023
Q2 		$671K Sell
14,818
-2,400
-14% -$109K 0.07% 110
2023
Q1 		$768K Sell
17,218
-200
-1% -$9.19K 0.08% 106
2022
Q4 		$796K Sell
17,418
-668
-4% -$30.3K 0.09% 106
2022
Q3 		$730K Buy
18,086
+368
+2% +$16.1K 0.07% 113
2022
Q2 		$740K Hold
17,718
– – 0.07% 110
2022
Q1 		$926K Sell
17,718
-2,000
-10% -$102K 0.07% 114
2021
Q4 		$934K Buy
+19,718
New +$904K 0.06% 121

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

Washington Trust Advisors's MO Position: Q2 2026 in Review

Washington Trust Advisors reduced its Altria Group (MO) stake by 4.7% in Q2 2026, selling an estimated $16.3K and leaving 4,692 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #185.

Washington Trust Advisors first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $934K in Q4 2021. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Washington Trust Advisors held 4,692 shares of Altria Group worth $338K as of Q2 2026.
  • Washington Trust Advisors sold 233 Altria Group shares in Q2 2026, an estimated $16.3K.
  • Altria Group made up 0.03% of Washington Trust Advisors's portfolio in Q2 2026, its #185 holding.
  • Washington Trust Advisors first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Altria Group position peaked at $934K in Q4 2021.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.