WP
MO icon

Westmount Partners’s Altria Group MO Stock Holding History

Westmount Partners’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 		$582K Buy
8,093
+59
+0.7% +$4.12K 0.13% 134
2026
Q1 		$530K Buy
8,034
+24
+0.3% +$1.54K 0.13% 138
2025
Q4 		$462K Sell
8,010
-4,200
-34% -$254K 0.12% 144
2025
Q3 		$809K Sell
12,210
-48
-0.4% -$3.04K 0.21% 90
2025
Q2 		$719K Sell
12,258
-6,865
-36% -$403K 0.2% 96
2025
Q1 		$1.15M Buy
19,123
+25
+0.1% +$1.36K 0.35% 61
2024
Q4 		$999K Buy
19,098
+24
+0.1% +$1.28K 0.3% 66
2024
Q3 		$974K Sell
19,074
-426
-2% -$21.5K 0.29% 71
2024
Q2 		$898K Buy
19,500
+6,952
+55% +$308K 0.3% 70
2024
Q1 		$547K Buy
12,548
+196
+2% +$8.13K 0.2% 106
2023
Q4 		$498K Buy
12,352
+88
+0.7% +$3.64K 0.2% 104
2023
Q3 		$516K Buy
12,264
+23
+0.2% +$1.02K 0.23% 101
2023
Q2 		$555K Buy
12,241
+100
+0.8% +$4.53K 0.24% 91
2023
Q1 		$542K Buy
12,141
+422
+4% +$19.4K 0.25% 89
2022
Q4 		$536K Buy
+11,719
New +$531K 0.28% 86

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

Westmount Partners's MO Position: Q2 2026 in Review

Westmount Partners increased its Altria Group (MO) stake by 0.73% in Q2 2026, buying an estimated $4.12K and bringing the position to 8,093 shares worth $582K. The position accounts for 0.13% of the portfolio, ranked #134.

Westmount Partners first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Westmount Partners held 8,093 shares of Altria Group worth $582K as of Q2 2026.
  • Westmount Partners bought 59 Altria Group shares in Q2 2026, an estimated $4.12K.
  • Altria Group made up 0.13% of Westmount Partners's portfolio in Q2 2026, its #134 holding.
  • Westmount Partners first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Altria Group position peaked at $1.15M in Q1 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.