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Xponance’s Altria Group MO Stock Holding History

Xponance’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 		$25.2M Buy
350,545
+27,095
+8% +$1.89M 0.15% 99
2026
Q1 		$21.3M Buy
323,450
+51,058
+19% +$3.29M 0.15% 107
2025
Q4 		$15.7M Buy
272,392
+39,618
+17% +$2.39M 0.12% 134
2025
Q3 		$15.4M Buy
232,774
+6,334
+3% +$401K 0.12% 130
2025
Q2 		$13.3M Buy
226,440
+21,359
+10% +$1.25M 0.11% 153
2025
Q1 		$12.3M Buy
205,081
+2,714
+1% +$148K 0.12% 144
2024
Q4 		$10.6M Sell
202,367
-2,839
-1% -$151K 0.1% 165
2024
Q3 		$10.5M Buy
205,206
+4,331
+2% +$219K 0.1% 157
2024
Q2 		$9.15M Sell
200,875
-7,473
-4% -$332K 0.09% 159
2024
Q1 		$9.09M Buy
208,348
+13,417
+7% +$556K 0.1% 183
2023
Q4 		$7.86M Buy
194,931
+2,015
+1% +$83.3K 0.09% 184
2023
Q3 		$8.11M Sell
192,916
-5,219
-3% -$231K 0.11% 159
2023
Q2 		$8.98M Buy
198,135
+1,807
+0.9% +$81.8K 0.12% 144
2023
Q1 		$8.76M Buy
196,328
+5,508
+3% +$253K 0.13% 146
2022
Q4 		$8.72M Buy
190,820
+33,801
+22% +$1.53M 0.14% 137
2022
Q3 		$6.34M Buy
157,019
+18,805
+14% +$820K 0.12% 149
2022
Q2 		$5.77M Sell
138,214
-85,313
-38% -$4.42M 0.12% 154
2022
Q1 		$11.7M Buy
223,527
+1,659
+0.7% +$84.5K 0.19% 85
2021
Q4 		$10.5M Buy
221,868
+22,191
+11% +$1.02M 0.16% 101
2021
Q3 		$9.09M Sell
199,677
-8,301
-4% -$401K 0.17% 102
2021
Q2 		$9.92M Buy
207,978
+40,681
+24% +$2M 0.18% 99
2021
Q1 		$8.56M Sell
167,297
-868
-0.5% -$38.9K 0.18% 106
2020
Q4 		$6.89M Buy
168,165
+4,763
+3% +$191K 0.15% 122
2020
Q3 		$6.31M Sell
163,402
-259
-0.2% -$10.8K 0.16% 118
2020
Q2 		$6.42M Buy
+163,661
New +$6.39M 0.17% 124

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

Xponance's MO Position: Q2 2026 in Review

Xponance increased its Altria Group (MO) stake by 8.4% in Q2 2026, buying an estimated $1.89M and bringing the position to 350,545 shares worth $25.2M. The position accounts for 0.15% of the portfolio, ranked #99.

Xponance first reported a position in MO in Q2 2020 and has held it in 25 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Xponance held 350,545 shares of Altria Group worth $25.2M as of Q2 2026.
  • Xponance bought 27,095 Altria Group shares in Q2 2026, an estimated $1.89M.
  • Altria Group made up 0.15% of Xponance's portfolio in Q2 2026, its #99 holding.
  • Xponance first reported a position in Altria Group in Q2 2020 and has held it in 25 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.