West Branch Capital’s Altria Group MO Stock Holding History

West Branch Capital’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	$36.4K	Sell	506 -400	-44%	-$27.9K	0.01%	154
2026 Q1	$59.8K	Hold	906	–	–	0.02%	126
2025 Q4	$52.2K	Sell	906 -356	-28%	-$21.5K	0.01%	138
2025 Q3	$83.4K	Buy	1,262 +356	+39%	+$22.6K	0.02%	124
2025 Q2	$53.1K	Sell	906 -300	-25%	-$17.6K	0.02%	138
2025 Q1	$72.4K	Hold	1,206	–	–	0.02%	135
2024 Q4	$63.1K	Hold	1,206	–	–	0.02%	145
2024 Q3	$61.6K	Buy	1,206 +6	+0.5%	+$303	0.02%	145
2024 Q2	$54.7K	Sell	1,200 -15	-1%	-$665	0.02%	154
2024 Q1	$53K	Hold	1,215	–	–	0.02%	158
2023 Q4	$49K	Hold	1,215	–	–	0.02%	158
2023 Q3	$51.1K	Hold	1,215	–	–	0.03%	158
2023 Q2	$55K	Hold	1,215	–	–	0.03%	156
2023 Q1	$54.2K	Hold	1,215	–	–	0.03%	160
2022 Q4	$55.5K	Hold	1,215	–	–	0.03%	155
2022 Q3	$49K	Hold	1,215	–	–	0.03%	165
2022 Q2	$51K	Hold	1,215	–	–	0.03%	169
2022 Q1	$63K	Hold	1,215	–	–	0.03%	170
2021 Q4	$58K	Hold	1,215	–	–	0.02%	192
2021 Q3	$55K	Hold	1,215	–	–	0.03%	184
2021 Q2	$58K	Buy	+1,215	New	+$59.7K	0.03%	185
2019 Q3	–	Sell	-14,195	Closed	-$672K	–	97
2019 Q2	$672K	Buy	14,195 +4,219	+42%	+$221K	0.55%	48
2019 Q1	$573K	Buy	+9,976	New	+$510K	0.51%	47
2018 Q2	–	Sell	-30,232	Closed	-$1.88M	–	96
2018 Q1	$1.88M	Buy	+30,232	New	+$2M	2.07%	14

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

West Branch Capital's MO Position: Q2 2026 in Review

West Branch Capital reduced its Altria Group (MO) stake by 44% in Q2 2026, selling an estimated $27.9K and leaving 506 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #154.

West Branch Capital first reported a position in MO in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.88M in Q1 2018. 744 funds tracked by Wall St. Rank hold MO as of Q2 2026.

West Branch Capital held 506 shares of Altria Group worth $36.4K as of Q2 2026.
West Branch Capital sold 400 Altria Group shares in Q2 2026, an estimated $27.9K.
Altria Group made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #154 holding.
West Branch Capital first reported a position in Altria Group in Q1 2018 and has held it in 24 quarters since.
West Branch Capital's Altria Group position peaked at $1.88M in Q1 2018.
744 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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