William B. Walkup & Associates’s Altria Group MO Stock Holding History

William B. Walkup & Associates’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	$32.2K	Hold	447	–	–	0.02%	113
2026 Q1	$26.8K	Hold	447	–	–	0.02%	113
2025 Q4	$25.8K	Hold	447	–	–	0.01%	115
2025 Q3	$29.5K	Hold	447	–	–	0.02%	111
2025 Q2	$26.2K	Hold	447	–	–	0.02%	111
2025 Q1	$26.8K	Hold	447	–	–	0.02%	112
2024 Q4	$23.4K	Hold	447	–	–	0.01%	114
2024 Q3	$22.8K	Hold	447	–	–	0.01%	115
2024 Q2	$20.4K	Buy	+447	New	+$19.8K	0.01%	118

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

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

William B. Walkup & Associates's MO Position: Q2 2026 in Review

William B. Walkup & Associates held its Altria Group (MO) position steady in Q2 2026 at 447 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #113.

William B. Walkup & Associates first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

William B. Walkup & Associates held 447 shares of Altria Group worth $32.2K as of Q2 2026.
William B. Walkup & Associates left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.02% of William B. Walkup & Associates's portfolio in Q2 2026, its #113 holding.
William B. Walkup & Associates first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.