AIM
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Anchor Investment Management’s Altria Group MO Stock Holding History

Anchor Investment 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 		$738K Sell
11,188
-265
-2% -$17.1K 0.06% 225
2025
Q4 		$660K Sell
11,453
-30
-0.3% -$1.81K 0.05% 239
2025
Q3 		$759K Sell
11,483
-75
-0.6% -$4.75K 0.06% 227
2025
Q2 		$678K Sell
11,558
-1,124
-9% -$66K 0.06% 226
2025
Q1 		$761K Sell
12,682
-110
-0.9% -$6.01K 0.07% 212
2024
Q4 		$669K Sell
12,792
-382
-3% -$20.3K 0.06% 223
2024
Q3 		$672K Buy
13,174
+3,478
+36% +$176K 0.06% 227
2024
Q2 		$442K Buy
9,696
+708
+8% +$31.4K 0.05% 252
2024
Q1 		$392K Sell
8,988
-208
-2% -$8.62K 0.04% 270
2023
Q4 		$371K Buy
9,196
+288
+3% +$11.9K 0.04% 275
2023
Q3 		$375K Sell
8,908
-209
-2% -$9.23K 0.05% 264
2023
Q2 		$413K Buy
9,117
+56
+0.6% +$2.54K 0.05% 256
2023
Q1 		$404K Sell
9,061
-140
-2% -$6.44K 0.06% 254
2022
Q4 		$421K Sell
9,201
-440
-5% -$19.9K 0.06% 242
2022
Q3 		$389K Sell
9,641
-37
-0.4% -$1.61K 0.06% 242
2022
Q2 		$404K Buy
9,678
+300
+3% +$15.5K 0.06% 245
2022
Q1 		$490K Sell
9,378
-2,514
-21% -$128K 0.06% 245
2021
Q4 		$564K Sell
11,892
-365
-3% -$16.7K 0.07% 229
2021
Q3 		$558K Sell
12,257
-1,585
-11% -$76.5K 0.08% 220
2021
Q2 		$660K Buy
13,842
+215
+2% +$10.6K 0.09% 202
2021
Q1 		$697K Sell
13,627
-200
-1% -$8.96K 0.11% 187
2020
Q4 		$567K Sell
13,827
-2,400
-15% -$96.4K 0.1% 173
2020
Q3 		$627K Buy
16,227
+300
+2% +$12.5K 0.13% 151
2020
Q2 		$625K Sell
15,927
-192
-1% -$7.49K 0.14% 150
2020
Q1 		$623K Buy
16,119
+1,410
+10% +$62.6K 0.16% 142
2019
Q4 		$734K Sell
14,709
-1,714
-10% -$80.8K 0.16% 146
2019
Q3 		$672K Sell
16,423
-208
-1% -$9.57K 0.15% 147
2019
Q2 		$787K Sell
16,631
-51
-0.3% -$2.67K 0.19% 134
2019
Q1 		$958K Sell
16,682
-1,450
-8% -$74.1K 0.24% 115
2018
Q4 		$896K Sell
18,132
-1,928
-10% -$112K 0.26% 109
2018
Q3 		$1.21M Buy
20,060
+91
+0.5% +$5.4K 0.28% 93
2018
Q2 		$1.13M Sell
19,969
-608
-3% -$35.1K 0.28% 96
2018
Q1 		$1.28M Buy
20,577
+2,530
+14% +$168K 0.34% 84
2017
Q4 		$1.29M Sell
18,047
-1,943
-10% -$130K 0.34% 83
2017
Q3 		$1.27M Sell
19,990
-2,527
-11% -$168K 0.37% 79
2017
Q2 		$1.68M Buy
22,517
+240
+1% +$17.6K 0.56% 52
2017
Q1 		$1.59M Sell
22,277
-100
-0.4% -$7.24K 0.55% 54
2016
Q4 		$1.51M Buy
22,377
+373
+2% +$24K 0.57% 51
2016
Q3 		$1.39M Sell
22,004
-720
-3% -$47.8K 0.54% 52
2016
Q2 		$1.57M Sell
22,724
-10
-0% -$640 0.62% 45
2016
Q1 		$1.42M Buy
+22,734
New +$1.37M 0.58% 51

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

Anchor Investment Management's MO Position: Q1 2026 in Review

Anchor Investment Management reduced its Altria Group (MO) stake by 2.3% in Q1 2026, selling an estimated $17.1K and leaving 11,188 shares worth $738K. The position accounts for 0.06% of the portfolio, ranked #225.

Anchor Investment Management first reported a position in MO in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.68M in Q2 2017. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Anchor Investment Management held 11,188 shares of Altria Group worth $738K as of Q1 2026.
  • Anchor Investment Management sold 265 Altria Group shares in Q1 2026, an estimated $17.1K.
  • Altria Group made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #225 holding.
  • Anchor Investment Management first reported a position in Altria Group in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Altria Group position peaked at $1.68M in Q2 2017.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.