ZIG
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Zullo Investment Group’s Altria Group MO Stock Holding History

Zullo Investment 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 		$493K Sell
6,857
-257
-4% -$17.9K 0.17% 99
2026
Q1 		$469K Buy
7,114
+27
+0.4% +$1.74K 0.18% 96
2025
Q4 		$409K Sell
7,087
-299
-4% -$18.1K 0.15% 102
2025
Q3 		$488K Buy
7,386
+175
+2% +$11.1K 0.18% 96
2025
Q2 		$423K Buy
7,211
+313
+5% +$18.4K 0.17% 98
2025
Q1 		$414K Buy
6,898
+162
+2% +$8.85K 0.18% 98
2024
Q4 		$352K Buy
6,736
+413
+7% +$22K 0.14% 106
2024
Q3 		$323K Sell
6,323
-136
-2% -$6.87K 0.13% 115
2024
Q2 		$294K Sell
6,459
-279
-4% -$12.4K 0.13% 119
2024
Q1 		$294K Buy
6,738
+179
+3% +$7.42K 0.14% 120
2023
Q4 		$265K Buy
6,559
+264
+4% +$10.9K 0.14% 121
2023
Q3 		$265K Buy
6,295
+352
+6% +$15.6K 0.16% 116
2023
Q2 		$269K Buy
5,943
+83
+1% +$3.76K 0.15% 115
2023
Q1 		$262K Buy
5,860
+368
+7% +$16.9K 0.16% 112
2022
Q4 		$251K Buy
5,492
+52
+1% +$2.36K 0.15% 112
2022
Q3 		$220K Buy
5,440
+66
+1% +$2.88K 0.14% 120
2022
Q2 		$224K Buy
5,374
+444
+9% +$23K 0.14% 126
2022
Q1 		$258K Sell
4,930
-131
-3% -$6.67K 0.13% 125
2021
Q4 		$240K Buy
+5,061
New +$232K 0.12% 140

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

Zullo Investment Group's MO Position: Q2 2026 in Review

Zullo Investment Group reduced its Altria Group (MO) stake by 3.6% in Q2 2026, selling an estimated $17.9K and leaving 6,857 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #99.

Zullo Investment Group first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Zullo Investment Group held 6,857 shares of Altria Group worth $493K as of Q2 2026.
  • Zullo Investment Group sold 257 Altria Group shares in Q2 2026, an estimated $17.9K.
  • Altria Group made up 0.17% of Zullo Investment Group's portfolio in Q2 2026, its #99 holding.
  • Zullo Investment Group first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.