B. Metzler seel. Sohn & Co’s Altria Group MO Stock Holding History

B. Metzler seel. Sohn & Co’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	$2.42M	Hold	36,673	–	–	0.02%	348
2025 Q4	$2.11M	Buy	36,673 +9,356	+34%	+$565K	0.02%	384
2025 Q3	$1.8M	Hold	27,317	–	–	0.02%	414
2025 Q2	$1.6M	Hold	27,317	–	–	0.02%	428
2025 Q1	$1.64M	Hold	27,317	–	–	0.02%	400
2024 Q4	$1.43M	Hold	27,317	–	–	0.01%	454
2024 Q3	$1.39M	Hold	27,317	–	–	0.01%	477
2024 Q2	$1.24M	Hold	27,317	–	–	0.01%	480
2024 Q1	$1.19M	Buy	27,317 +21,746	+390%	+$902K	0.01%	488
2023 Q4	$225K	Hold	5,571	–	–	﹤0.01%	731
2023 Q3	$234K	Hold	5,571	–	–	﹤0.01%	683
2023 Q2	$252K	Hold	5,571	–	–	﹤0.01%	670
2023 Q1	$249K	Hold	5,571	–	–	﹤0.01%	661
2022 Q4	$255K	Hold	5,571	–	–	﹤0.01%	662
2022 Q3	$225K	Hold	5,571	–	–	﹤0.01%	684
2022 Q2	$233K	Sell	5,571 -50,559	-90%	-$2.62M	﹤0.01%	687
2022 Q1	$2.93M	Hold	56,130	–	–	0.04%	260
2021 Q4	$2.65M	Buy	56,130 +30,564	+120%	+$1.4M	0.03%	279
2021 Q3	$1.16M	Sell	25,566 -1,150	-4%	-$55.5K	0.02%	406
2021 Q2	$1.27M	Sell	26,716 -24,524	-48%	-$1.2M	0.02%	382
2021 Q1	$2.62M	Buy	51,240 +1,506	+3%	+$67.5K	0.04%	245
2020 Q4	$2.21M	Buy	+49,734	New	+$2M	0.04%	251

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

B. Metzler seel. Sohn & Co's MO Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co held its Altria Group (MO) position steady in Q1 2026 at 36,673 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #348.

B. Metzler seel. Sohn & Co first reported a position in MO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.93M in Q1 2022. 2,492 funds tracked by Wall St. Rank hold MO as of Q1 2026.

B. Metzler seel. Sohn & Co held 36,673 shares of Altria Group worth $2.42M as of Q1 2026.
B. Metzler seel. Sohn & Co left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #348 holding.
B. Metzler seel. Sohn & Co first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
B. Metzler seel. Sohn & Co's Altria Group position peaked at $2.93M in Q1 2022.
2,492 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.