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World Equity Group’s Altria Group MO Stock Holding History

World Equity 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 		$363K Sell
5,052
-494
-9% -$34.5K 0.08% 275
2026
Q1 		$366K Sell
5,546
-1,231
-18% -$79.2K 0.09% 250
2025
Q4 		$391K Sell
6,777
-2,779
-29% -$168K 0.11% 207
2025
Q3 		$631K Sell
9,556
-24
-0.3% -$1.52K 0.14% 145
2025
Q2 		$562K Sell
9,580
-4,053
-30% -$238K 0.15% 142
2025
Q1 		$810K Buy
13,633
+995
+8% +$54.3K 0.23% 94
2024
Q4 		$661K Sell
12,638
-1,222
-9% -$65.1K 0.14% 152
2024
Q3 		$707K Sell
13,860
-4,935
-26% -$249K 0.26% 91
2024
Q2 		$856K Sell
18,795
-407
-2% -$18.1K 0.26% 102
2024
Q1 		$838K Sell
19,202
-12,716
-40% -$527K 0.17% 139
2023
Q4 		$1.11M Sell
31,918
-6,596
-17% -$273K 0.22% 103
2023
Q3 		$1.62M Buy
38,514
+541
+1% +$23.9K 0.34% 70
2023
Q2 		$1.72M Buy
37,973
+23,082
+155% +$1.05M 0.51% 44
2023
Q1 		$995K Sell
14,891
-28,313
-66% -$1.3M 0.15% 162
2022
Q4 		$1.97M Buy
43,204
+3,301
+8% +$150K 0.47% 61
2022
Q3 		$1.61M Buy
39,903
+1,246
+3% +$54.4K 0.41% 65
2022
Q2 		$1.61M Sell
38,657
-16,037
-29% -$830K 0.41% 66
2022
Q1 		$2.86M Buy
+54,694
New +$2.79M 0.62% 34

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

World Equity Group's MO Position: Q2 2026 in Review

World Equity Group reduced its Altria Group (MO) stake by 8.9% in Q2 2026, selling an estimated $34.5K and leaving 5,052 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #275.

World Equity Group first reported a position in MO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.86M in Q1 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • World Equity Group held 5,052 shares of Altria Group worth $363K as of Q2 2026.
  • World Equity Group sold 494 Altria Group shares in Q2 2026, an estimated $34.5K.
  • Altria Group made up 0.08% of World Equity Group's portfolio in Q2 2026, its #275 holding.
  • World Equity Group first reported a position in Altria Group in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Altria Group position peaked at $2.86M in Q1 2022.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.