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WestEnd Advisors’s Altria Group MO Stock Holding History

WestEnd 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 		– Sell
-72
Closed -$4.75K – 438
2026
Q1 		$4.75K Hold
72
– – ﹤0.01% 105
2025
Q4 		$4.15K Buy
72
+3
+4% +$181 ﹤0.01% 113
2025
Q3 		$4.56K Buy
69
+8
+13% +$507 ﹤0.01% 98
2025
Q2 		$3.58K Sell
61
-2
-3% -$117 ﹤0.01% 119
2025
Q1 		$3.78K Buy
63
+43
+215% +$2.35K ﹤0.01% 115
2024
Q4 		$1.05K Buy
20
+1
+5% +$53 ﹤0.01% 133
2024
Q3 		$970 Buy
19
+4
+27% +$202 ﹤0.01% 128
2024
Q2 		$683 Hold
15
– – ﹤0.01% 141
2024
Q1 		$654 Sell
15
-14
-48% -$580 ﹤0.01% 135
2023
Q4 		$1.17K Buy
29
+2
+7% +$83 ﹤0.01% 113
2023
Q3 		$1.14K Buy
+27
New +$1.19K ﹤0.01% 103
2023
Q1 		– Sell
-22
Closed -$1.01K – 98
2022
Q4 		$1.01K Buy
22
+4
+22% +$181 ﹤0.01% 101
2022
Q3 		$1K Buy
+18
New +$785 ﹤0.01% 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

WestEnd Advisors's MO Position: Q2 2026 in Review

WestEnd Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 72 shares — an estimated $4.75K sold.

WestEnd Advisors first reported a position in MO in Q3 2022 and held it in 13 quarters. The position peaked at $4.75K in Q1 2026. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • WestEnd Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • WestEnd Advisors sold 72 Altria Group shares in Q2 2026, an estimated $4.75K.
  • WestEnd Advisors first reported a position in Altria Group in Q3 2022 and held it in 13 quarters.
  • WestEnd Advisors's Altria Group position peaked at $4.75K in Q1 2026.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.