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Wedge Capital Management’s Altria Group MO Stock Holding History

Wedge 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 		$30.1M Sell
418,199
-36,857
-8% -$2.57M 0.5% 84
2026
Q1 		$30M Sell
455,056
-27,705
-6% -$1.78M 0.55% 70
2025
Q4 		$27.8M Buy
482,761
+84,007
+21% +$5.07M 0.5% 86
2025
Q3 		$26.3M Sell
398,754
-131,312
-25% -$8.32M 0.45% 87
2025
Q2 		$31.1M Buy
530,066
+526,123
+13,343% +$30.9M 0.55% 77
2025
Q1 		$237K Sell
3,943
-59
-1% -$3.22K ﹤0.01% 505
2024
Q4 		$209K Buy
4,002
+76
+2% +$4.05K ﹤0.01% 506
2024
Q3 		$200K Buy
+3,926
New +$198K ﹤0.01% 498
2023
Q3 		– Sell
-4,474
Closed -$203K – 511
2023
Q2 		$203K Sell
4,474
-151
-3% -$6.84K ﹤0.01% 504
2023
Q1 		$206K Buy
+4,625
New +$213K ﹤0.01% 406
2022
Q2 		– Sell
-3,974
Closed -$208K – 433
2022
Q1 		$208K Buy
+3,974
New +$202K ﹤0.01% 403
2020
Q2 		– Sell
-815,199
Closed -$31.5M – 541
2020
Q1 		$31.5M Buy
815,199
+2,688
+0.3% +$119K 0.54% 72
2019
Q4 		$40.6M Buy
812,511
+17,302
+2% +$816K 0.45% 86
2019
Q3 		$32.5M Buy
795,209
+130,469
+20% +$6M 0.38% 103
2019
Q2 		$31.5M Buy
+664,740
New +$34.8M 0.36% 100

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

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

Wedge Capital Management reduced its Altria Group (MO) stake by 8.1% in Q2 2026, selling an estimated $2.57M and leaving 418,199 shares worth $30.1M. The position accounts for 0.5% of the portfolio, ranked #84.

Wedge Capital Management first reported a position in MO in Q2 2019 and has held it in 15 quarters since. The position peaked at $40.6M in Q4 2019. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wedge Capital Management held 418,199 shares of Altria Group worth $30.1M as of Q2 2026.
  • Wedge Capital Management sold 36,857 Altria Group shares in Q2 2026, an estimated $2.57M.
  • Altria Group made up 0.5% of Wedge Capital Management's portfolio in Q2 2026, its #84 holding.
  • Wedge Capital Management first reported a position in Altria Group in Q2 2019 and has held it in 15 quarters since.
  • Wedge Capital Management's Altria Group position peaked at $40.6M in Q4 2019.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.