Winthrop Advisory Group’s Altria Group MO Stock Holding History

Winthrop Advisory Group’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	$259K	Buy	+3,544	New	+$247K	0.02%	191
2026 Q1	–	Sell	-3,797	Closed	-$224K	–	207
2025 Q4	$224K	Buy	+3,797	New	+$229K	0.02%	172
2022 Q2	–	Sell	-3,866	Closed	-$205K	–	137
2022 Q1	$205K	Buy	+3,866	New	+$197K	0.04%	130
2021 Q2	–	Sell	-5,141	Closed	-$263K	–	140
2021 Q1	$263K	Sell	5,141 -65	-1%	-$2.91K	0.06%	106
2020 Q4	$213K	Buy	+5,206	New	+$209K	0.06%	126
2020 Q2	–	Sell	-5,330	Closed	-$206K	–	96
2020 Q1	$206K	Sell	5,330 -853	-14%	-$37.9K	0.08%	81
2019 Q4	$309K	Sell	6,183 -1,238	-17%	-$58.4K	0.11%	77
2019 Q3	$304K	Buy	7,421 +1,656	+29%	+$76.2K	0.12%	70
2019 Q2	$273K	Sell	5,765 -343	-6%	-$18K	0.11%	69
2019 Q1	$348K	Sell	6,108 -110	-2%	-$5.62K	0.15%	60
2018 Q4	$307K	Sell	6,218 -172	-3%	-$9.97K	0.16%	55
2018 Q3	$385K	Buy	6,390 +366	+6%	+$21.7K	0.22%	51
2018 Q2	$342K	Buy	6,024 +1,270	+27%	+$73.2K	0.22%	50
2018 Q1	$263K	Sell	4,754 -112	-2%	-$7.42K	0.19%	63
2017 Q4	$342K	Buy	+4,866	New	+$326K	0.24%	56

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winthrop Advisory Group's MO Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in Altria Group (MO) in Q2 2026: 3,544 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in MO as recently as Q4 2025.

Winthrop Advisory Group first reported a position in MO in Q4 2017 and has held it in 15 quarters since. The position peaked at $385K in Q3 2018. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Winthrop Advisory Group held 3,544 shares of Altria Group worth $259K as of Q2 2026.
Altria Group was a new Winthrop Advisory Group position in Q2 2026.
Altria Group made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #191 holding.
Winthrop Advisory Group first reported a position in Altria Group in Q4 2017 and has held it in 15 quarters since.
Winthrop Advisory Group's Altria Group position peaked at $385K in Q3 2018.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.