ArchPoint Investors’s Altria Group MO Stock Holding History

ArchPoint Investors’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	$2.02M	Hold	30,117	–	–	0.48%	43
2025 Q4	$1.77M	Hold	30,117	–	–	0.42%	45
2025 Q3	$2.02M	Hold	30,117	–	–	0.55%	40
2025 Q2	$1.8M	Hold	30,117	–	–	0.53%	40
2025 Q1	$1.84M	Hold	30,117	–	–	0.6%	34
2024 Q4	$1.61M	Hold	30,117	–	–	0.53%	37
2024 Q3	$1.57M	Hold	30,117	–	–	0.52%	42
2024 Q2	$1.4M	Sell	30,117 -1,150	-4%	-$51K	0.53%	44
2024 Q1	$1.39M	Hold	31,267	–	–	0.58%	41
2023 Q4	$1.29M	Hold	31,267	–	–	0.54%	26
2023 Q3	$1.35M	Hold	31,267	–	–	0.51%	31
2023 Q2	$1.45M	Hold	31,267	–	–	0.56%	30
2023 Q1	$1.42M	Hold	31,267	–	–	0.62%	29
2022 Q4	$1.46M	Buy	31,267 +12,950	+71%	+$587K	0.69%	27
2022 Q3	$757K	Hold	18,317	–	–	0.31%	38
2022 Q2	$782K	Buy	18,317 +1,317	+8%	+$68.2K	0.31%	37
2022 Q1	$904K	Hold	17,000	–	–	0.31%	36
2021 Q4	$821K	Hold	17,000	–	–	0.24%	46
2021 Q3	$789K	Buy	17,000 +2,847	+20%	+$138K	0.24%	44
2021 Q2	$687K	Buy	14,153 +13,905	+5,607%	+$683K	0.23%	38
2021 Q1	$13K	Sell	248 -570	-70%	-$25.5K	﹤0.01%	124
2020 Q4	$34K	Sell	818 -9,839	-92%	-$395K	0.01%	109
2020 Q3	$421K	Buy	10,657 +1,487	+16%	+$61.9K	0.13%	69
2020 Q2	$368K	Hold	9,170	–	–	0.12%	76
2020 Q1	$362K	Hold	9,170	–	–	0.14%	70
2019 Q4	$465K	Buy	9,170 +4,500	+96%	+$212K	0.14%	72
2019 Q3	$226K	Sell	4,670 -48,052	-91%	-$2.21M	0.08%	76
2019 Q2	$2.54M	Sell	52,722 -555	-1%	-$29.1K	0.8%	23
2019 Q1	$3.1M	Buy	53,277 +49,177	+1,199%	+$2.51M	0.93%	22
2018 Q4	$206K	Hold	4,100	–	–	0.07%	71
2018 Q3	$251K	Hold	4,100	–	–	0.07%	82
2018 Q2	$236K	Hold	4,100	–	–	0.07%	83
2018 Q1	$256K	Buy	+4,100	New	+$272K	0.08%	88
2017 Q3	–	Sell	-61,916	Closed	-$4.65M	–	158
2017 Q2	$4.65M	Sell	61,916 -10,279	-14%	-$752K	1.48%	13
2017 Q1	$5.2M	Sell	72,195 -6,900	-9%	-$499K	1.95%	10
2016 Q4	$5.35M	Hold	79,095	–	–	3.15%	7
2016 Q3	$5M	Hold	79,095	–	–	2.86%	7
2016 Q2	$5.45M	Hold	79,095	–	–	3.11%	7
2016 Q1	$4.96M	Sell	79,095 -1,000	-1%	-$60.5K	2.72%	6
2015 Q4	$4.66M	Hold	80,095	–	–	3.28%	5
2015 Q3	$4.36M	Hold	80,095	–	–	3.02%	6
2015 Q2	$3.92M	Sell	80,095 -700	-0.9%	-$35.5K	2.45%	6
2015 Q1	$4.04M	Hold	80,795	–	–	2.75%	5
2014 Q4	$3.98M	Hold	80,795	–	–	2.95%	5
2014 Q3	$3.71M	Sell	80,795 -350	-0.4%	-$15K	3.14%	4
2014 Q2	$3.4M	Hold	81,145	–	–	2.87%	9
2014 Q1	$3.04M	Hold	81,145	–	–	2.74%	8
2013 Q4	$3.12M	Buy	81,145 +985	+1%	+$36.4K	2.83%	9
2013 Q3	$2.75M	Buy	80,160 +1,060	+1%	+$37.4K	3.03%	6
2013 Q2	$2.77M	Buy	+79,100	New	+$2.84M	3.26%	5

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ArchPoint Investors's MO Position: Q1 2026 in Review

ArchPoint Investors held its Altria Group (MO) position steady in Q1 2026 at 30,117 shares worth $2.02M. The position accounts for 0.48% of the portfolio, ranked #43.

ArchPoint Investors first reported a position in MO in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.45M in Q2 2016. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

ArchPoint Investors held 30,117 shares of Altria Group worth $2.02M as of Q1 2026.
ArchPoint Investors left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.48% of ArchPoint Investors's portfolio in Q1 2026, its #43 holding.
ArchPoint Investors first reported a position in Altria Group in Q2 2013 and has held it in 50 quarters since.
ArchPoint Investors's Altria Group position peaked at $5.45M in Q2 2016.
2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.