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West Family Investments’s Altria Group MO Stock Holding History

West Family Investments’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 		$439K Buy
6,103
+93
+2% +$6.49K 0.13% 221
2026
Q1 		$397K Sell
6,010
-2,545
-30% -$164K 0.14% 137
2025
Q4 		$493K Sell
8,555
-611
-7% -$36.9K 0.12% 168
2025
Q3 		$606K Buy
9,166
+335
+4% +$21.2K 0.14% 139
2025
Q2 		$518K Buy
8,831
+2,635
+43% +$155K 0.14% 154
2025
Q1 		$372K Hold
6,196
– – 0.14% 144
2024
Q4 		$324K Buy
6,196
+93
+2% +$4.95K 0.11% 179
2024
Q3 		$311K Buy
6,103
+715
+13% +$36.1K 0.11% 201
2024
Q2 		$245K Buy
5,388
+26
+0.5% +$1.15K 0.07% 206
2024
Q1 		$234K Buy
+5,362
New +$222K 0.07% 228
2023
Q3 		– Sell
-5,153
Closed -$233K – 247
2023
Q2 		$233K Buy
+5,153
New +$233K 0.09% 198
2021
Q3 		– Sell
-5,478
Closed -$261K – 374
2021
Q2 		$261K Buy
+5,478
New +$269K 0.07% 259

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

West Family Investments's MO Position: Q2 2026 in Review

West Family Investments increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $6.49K and bringing the position to 6,103 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #221.

West Family Investments first reported a position in MO in Q2 2021 and has held it in 12 quarters since. The position peaked at $606K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • West Family Investments held 6,103 shares of Altria Group worth $439K as of Q2 2026.
  • West Family Investments bought 93 Altria Group shares in Q2 2026, an estimated $6.49K.
  • Altria Group made up 0.13% of West Family Investments's portfolio in Q2 2026, its #221 holding.
  • West Family Investments first reported a position in Altria Group in Q2 2021 and has held it in 12 quarters since.
  • West Family Investments's Altria Group position peaked at $606K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.