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AlphaStar Capital Management’s Altria Group MO Stock Holding History

AlphaStar Capital Management’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 		$4.29M Buy
65,017
+12,136
+23% +$781K 0.32% 48
2025
Q4 		$3.05M Buy
52,881
+41,405
+361% +$2.5M 0.22% 62
2025
Q3 		$758K Buy
11,476
+1,875
+20% +$119K 0.07% 109
2025
Q2 		$563K Sell
9,601
-2,830
-23% -$166K 0.04% 213
2025
Q1 		$746K Sell
12,431
-370
-3% -$20.2K 0.08% 101
2024
Q4 		$669K Buy
12,801
+953
+8% +$50.8K 0.07% 107
2024
Q3 		$605K Buy
11,848
+3,979
+51% +$201K 0.05% 203
2024
Q2 		$358K Buy
7,869
+546
+7% +$24.2K 0.03% 226
2024
Q1 		$319K Buy
+7,323
New +$304K 0.03% 232
2023
Q1 		– Sell
-7,650
Closed -$350K – 321
2022
Q4 		$350K Sell
7,650
-495
-6% -$22.4K 0.04% 235
2022
Q3 		$329K Sell
8,145
-310
-4% -$13.5K 0.04% 235
2022
Q2 		$353K Sell
8,455
-19,391
-70% -$1M 0.03% 259
2022
Q1 		$1.46M Buy
27,846
+5,322
+24% +$271K 0.12% 134
2021
Q4 		$1.14M Sell
22,524
-718
-3% -$32.9K 0.09% 161
2021
Q3 		$1.12M Buy
23,242
+1,871
+9% +$90.4K 0.08% 190
2021
Q2 		$1.04M Buy
21,371
+3,726
+21% +$183K 0.13% 116
2021
Q1 		$918K Buy
17,645
+11,400
+183% +$511K 0.14% 107
2020
Q4 		$257K Buy
+6,245
New +$251K 0.04% 189

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

AlphaStar Capital Management's MO Position: Q1 2026 in Review

AlphaStar Capital Management increased its Altria Group (MO) stake by 23% in Q1 2026, buying an estimated $781K and bringing the position to 65,017 shares worth $4.29M. The position accounts for 0.32% of the portfolio, ranked #48.

AlphaStar Capital Management first reported a position in MO in Q4 2020 and has held it in 18 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • AlphaStar Capital Management held 65,017 shares of Altria Group worth $4.29M as of Q1 2026.
  • AlphaStar Capital Management bought 12,136 Altria Group shares in Q1 2026, an estimated $781K.
  • Altria Group made up 0.32% of AlphaStar Capital Management's portfolio in Q1 2026, its #48 holding.
  • AlphaStar Capital Management first reported a position in Altria Group in Q4 2020 and has held it in 18 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.