ACM
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Alta Capital Management’s Altria Group MO Stock Holding History

Alta 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 		$5.51M Sell
83,531
-14
-0% -$901 0.43% 44
2025
Q4 		$4.82M Buy
83,545
+16,539
+25% +$999K 0.32% 47
2025
Q3 		$4.43M Buy
67,006
+3,556
+6% +$225K 0.25% 55
2025
Q2 		$3.72M Buy
63,450
+2,401
+4% +$141K 0.21% 54
2025
Q1 		$3.66M Buy
61,049
+3,833
+7% +$209K 0.24% 53
2024
Q4 		$2.99M Buy
57,216
+3,855
+7% +$205K 0.18% 56
2024
Q3 		$2.72M Buy
+53,361
New +$2.7M 0.16% 55
2016
Q3 		– Sell
-3,122
Closed -$215K – 95
2016
Q2 		$215K Sell
3,122
-250
-7% -$16K 0.01% 89
2016
Q1 		$211K Buy
+3,372
New +$204K 0.01% 106
2015
Q3 		– Sell
-4,650
Closed -$227K – 125
2015
Q2 		$227K Buy
4,650
+67
+1% +$3.4K 0.02% 110
2015
Q1 		$229K Buy
+4,583
New +$243K 0.02% 76

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

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

Alta Capital Management reduced its Altria Group (MO) stake by 0.02% in Q1 2026, selling an estimated $901 and leaving 83,531 shares worth $5.51M. The position accounts for 0.43% of the portfolio, ranked #44.

Alta Capital Management first reported a position in MO in Q1 2015 and has held it in 11 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Alta Capital Management held 83,531 shares of Altria Group worth $5.51M as of Q1 2026.
  • Alta Capital Management sold 14 Altria Group shares in Q1 2026, an estimated $901.
  • Altria Group made up 0.43% of Alta Capital Management's portfolio in Q1 2026, its #44 holding.
  • Alta Capital Management first reported a position in Altria Group in Q1 2015 and has held it in 11 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.