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MILESTONE ASSET MANAGEMENT, LLC → MO
MILESTONE ASSET MANAGEMENT, LLC MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
8
Latest value
$269
Q3 2026
Peak value
$10.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q4 2025 | $231 |
| Q1 2026 | $2.6M |
| Q1 2026 | $264 |
| Q2 2026 | $288 |
| Q2 2026 | $4.3M |
| Q3 2026 | $10.7M |
| Q3 2026 | $269 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $269 | 4 | — | — |
| Q3 2026 | $10.7M | 159.6K | — | — |
| Q2 2026 | $4.3M | 59.2K | — | — |
| Q2 2026 | $288 | 4 | — | — |
| Q1 2026 | $264 | 4 | — | — |
| Q1 2026 | $2.6M | 38.9K | — | — |
| Q4 2025 | $231 | 4 | — | — |
| Q4 2025 | $2M | 33.9K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B