Balyasny Asset Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.95M | Buy |
90,143
+51,507
| +133% | +$3.31M | 0.01% | 1286 |
|
|
2025
Q4 | $2.23M | Sell |
38,636
-1,694,039
| -98% | -$102M | ﹤0.01% | 1802 |
|
|
2025
Q3 | $114M | Buy |
1,732,675
+1,708,403
| +7,039% | +$108M | 0.15% | 142 |
|
|
2025
Q2 | $1.42M | Sell |
24,272
-882,517
| -97% | -$51.8M | ﹤0.01% | 1895 |
|
|
2025
Q1 | $54.4M | Sell |
906,789
-3,342,265
| -79% | -$182M | 0.09% | 275 |
|
|
2024
Q4 | $222M | Sell |
4,249,054
-2,558,225
| -38% | -$136M | 0.33% | 48 |
|
|
2024
Q3 | $347M | Buy |
6,807,279
+985,963
| +17% | +$49.8M | 0.57% | 16 |
|
|
2024
Q2 | $265M | Buy |
5,821,316
+1,380,329
| +31% | +$61.2M | 0.46% | 21 |
|
|
2024
Q1 | $194M | Buy |
4,440,987
+3,594,834
| +425% | +$149M | 0.34% | 40 |
|
|
2023
Q4 | $34.1M | Buy |
846,153
+394,315
| +87% | +$16.3M | 0.06% | 390 |
|
|
2023
Q3 | $19M | Buy |
451,838
+65,636
| +17% | +$2.9M | 0.04% | 585 |
|
|
2023
Q2 | $17.5M | Buy |
386,202
+35,758
| +10% | +$1.62M | 0.04% | 582 |
|
|
2023
Q1 | $15.6M | Buy |
+350,444
| New | +$16.1M | 0.04% | 607 |
|
|
2022
Q4 | – | Sell |
-19,846
| Closed | -$802K | – | 3053 |
|
|
2022
Q3 | $802K | Buy |
19,846
+15,025
| +312% | +$655K | ﹤0.01% | 1885 |
|
|
2022
Q2 | $201K | Buy |
+4,821
| New | +$250K | ﹤0.01% | 2204 |
|
|
2022
Q1 | – | Sell |
-65,309
| Closed | -$3.1M | – | 2698 |
|
|
2021
Q4 | $3.1M | Buy |
+65,309
| New | +$2.99M | 0.01% | 1026 |
|
|
2021
Q3 | – | Sell |
-4,466
| Closed | -$213K | – | 2251 |
|
|
2021
Q2 | $213K | Buy |
+4,466
| New | +$219K | ﹤0.01% | 1720 |
|
|
2020
Q4 | – | Sell |
-298,154
| Closed | -$11.5M | – | 1560 |
|
|
2020
Q3 | $11.5M | Buy |
+298,154
| New | +$12.4M | 0.08% | 342 |
|
|
2020
Q2 | – | Sell |
-754,763
| Closed | -$29.2M | – | 1364 |
|
|
2020
Q1 | $29.2M | Buy |
+754,763
| New | +$33.5M | 0.35% | 65 |
|
|
2019
Q4 | – | Sell |
-800,291
| Closed | -$32.7M | – | 1361 |
|
|
2019
Q3 | $32.7M | Buy |
800,291
+776,242
| +3,228% | +$35.7M | 0.23% | 125 |
|
|
2019
Q2 | $1.14M | Buy |
24,049
+18,632
| +344% | +$976K | 0.01% | 1041 |
|
|
2019
Q1 | $311K | Sell |
5,417
-34,050
| -86% | -$1.74M | ﹤0.01% | 1295 |
|
|
2018
Q4 | $1.95M | Buy |
39,467
+32,548
| +470% | +$1.89M | 0.01% | 723 |
|
|
2018
Q3 | $417K | Sell |
6,919
-89,533
| -93% | -$5.32M | ﹤0.01% | 1426 |
|
|
2018
Q2 | $5.48M | Sell |
96,452
-47,624
| -33% | -$2.75M | 0.02% | 637 |
|
|
2018
Q1 | $8.98M | Buy |
144,076
+121,152
| +528% | +$8.02M | 0.04% | 553 |
|
|
2017
Q4 | $1.64M | Sell |
22,924
-498,556
| -96% | -$33.4M | 0.01% | 1195 |
|
|
2017
Q3 | $33.1M | Buy |
+521,480
| New | +$34.8M | 0.13% | 214 |
|
|
2017
Q2 | – | Sell |
-5,157
| Closed | -$368K | – | 1634 |
|
|
2017
Q1 | $368K | Sell |
5,157
-147,503
| -97% | -$10.7M | ﹤0.01% | 1356 |
|
|
2016
Q4 | $10.3M | Sell |
152,660
-130,506
| -46% | -$8.4M | 0.06% | 474 |
|
|
2016
Q3 | $17.9M | Buy |
283,166
+125,251
| +79% | +$8.32M | 0.1% | 265 |
|
|
2016
Q2 | $10.9M | Buy |
157,915
+141,095
| +839% | +$9.04M | 0.07% | 332 |
|
|
2016
Q1 | $1.05M | Sell |
16,820
-208,363
| -93% | -$12.6M | 0.01% | 765 |
|
|
2015
Q4 | $13.1M | Buy |
225,183
+219,283
| +3,717% | +$12.7M | 0.09% | 302 |
|
|
2015
Q3 | $321K | Sell |
5,900
-244,400
| -98% | -$13.1M | ﹤0.01% | 900 |
|
|
2015
Q2 | $12.2M | Buy |
+250,300
| New | +$12.7M | 0.08% | 333 |
|
Other funds holding MO
VCM
VPM
Balyasny Asset Management's MO Position: Q1 2026 in Review
Balyasny Asset Management increased its Altria Group (MO) stake by 133% in Q1 2026, buying an estimated $3.31M and bringing the position to 90,143 shares worth $5.95M. The position accounts for 0.01% of the portfolio, ranked #1286.
Balyasny Asset Management first reported a position in MO in Q2 2015 and has held it in 36 quarters since. The position peaked at $347M in Q3 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Balyasny Asset Management held 90,143 shares of Altria Group worth $5.95M as of Q1 2026.
- Balyasny Asset Management bought 51,507 Altria Group shares in Q1 2026, an estimated $3.31M.
- Altria Group made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1286 holding.
- Balyasny Asset Management first reported a position in Altria Group in Q2 2015 and has held it in 36 quarters since.
- Balyasny Asset Management's Altria Group position peaked at $347M in Q3 2024.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.