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Alerus Financial’s Altria Group MO Stock Holding History

Alerus Financial’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
Q1 		$1.2M Buy
18,194
+16,710
+1,126% +$1.08M 0.06% 129
2025
Q4 		$85.6K Hold
1,484
– – ﹤0.01% 210
2025
Q3 		$98K Buy
1,484
+825
+125% +$52.3K 0.01% 217
2025
Q2 		$38.6K Buy
+659
New +$38.7K ﹤0.01% 262

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alerus Financial's MO Position: Q1 2026 in Review

Alerus Financial increased its Altria Group (MO) stake by 1,126% in Q1 2026, buying an estimated $1.08M and bringing the position to 18,194 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #129.

Alerus Financial first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Alerus Financial held 18,194 shares of Altria Group worth $1.2M as of Q1 2026.
  • Alerus Financial bought 16,710 Altria Group shares in Q1 2026, an estimated $1.08M.
  • Altria Group made up 0.06% of Alerus Financial's portfolio in Q1 2026, its #129 holding.
  • Alerus Financial first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.