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Altshuler Shaham’s Altria Group MO Stock Holding History

Altshuler Shaham’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 		$4.16K Sell
63
-7
-10% -$450 ﹤0.01% 307
2025
Q4 		$4.04K Buy
70
+7
+11% +$423 ﹤0.01% 323
2025
Q3 		$4.16K Sell
63
-7
-10% -$443 ﹤0.01% 291
2025
Q2 		$4.1K Buy
70
+2
+3% +$117 ﹤0.01% 274
2025
Q1 		$4.08K Sell
68
-6
-8% -$328 ﹤0.01% 216
2024
Q4 		$3.87K Buy
74
+5
+7% +$266 ﹤0.01% 300
2024
Q3 		$3.52K Sell
69
-374
-84% -$18.9K ﹤0.01% 288
2024
Q2 		$20.2K Sell
443
-230
-34% -$10.2K ﹤0.01% 185
2024
Q1 		$29.4K Buy
673
+57
+9% +$2.36K ﹤0.01% 140
2023
Q4 		$24.8K Sell
616
-7
-1% -$289 ﹤0.01% 181
2023
Q3 		$26.2K Buy
+623
New +$27.5K ﹤0.01% 191
2022
Q3 		– Sell
-2,845
Closed -$119K – 514
2022
Q2 		$119K Buy
2,845
+2,738
+2,559% +$142K ﹤0.01% 171
2022
Q1 		$6K Buy
+107
New +$5.45K ﹤0.01% 498
2021
Q2 		– Sell
-1,626
Closed -$84K – 687
2021
Q1 		$84K Sell
1,626
-696
-30% -$31.2K ﹤0.01% 229
2020
Q4 		$97K Buy
+2,322
New +$93.2K ﹤0.01% 217

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

Altshuler Shaham's MO Position: Q1 2026 in Review

Altshuler Shaham reduced its Altria Group (MO) stake by 10% in Q1 2026, selling an estimated $450 and leaving 63 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Altshuler Shaham first reported a position in MO in Q4 2020 and has held it in 15 quarters since. The position peaked at $119K in Q2 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Altshuler Shaham held 63 shares of Altria Group worth $4.16K as of Q1 2026.
  • Altshuler Shaham sold 7 Altria Group shares in Q1 2026, an estimated $450.
  • Altria Group made up ﹤0.01% of Altshuler Shaham's portfolio in Q1 2026, its #307 holding.
  • Altshuler Shaham first reported a position in Altria Group in Q4 2020 and has held it in 15 quarters since.
  • Altshuler Shaham's Altria Group position peaked at $119K in Q2 2022.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.