Bank of Montreal
MO icon

Bank of Montreal’s Altria Group MO Stock Holding History

Bank of Montreal’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 		$3.23M Buy
+49,000
New +$3.15M ﹤0.01% 1485
2021
Q2 		– Sell
-120,000
Closed -$6.18M – 4452
2021
Q1 		$6.18M Buy
+120,000
New +$5.38M ﹤0.01% 1243
2018
Q3 		– Sell
-80,000
Closed -$4.54M – 4838
2018
Q2 		$4.54M Buy
+80,000
New +$4.61M ﹤0.01% 1215

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's MO Position: Q1 2026 in Review

Bank of Montreal reduced its Altria Group (MO) stake by 15% in Q1 2026, selling an estimated $26.6M and leaving 2,339,992 shares worth $154M. The position accounts for 0.06% of the portfolio, ranked #269.

Bank of Montreal first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $225M in Q4 2019. 2,492 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Bank of Montreal held 2,339,992 shares of Altria Group worth $154M as of Q1 2026.
  • Bank of Montreal sold 413,406 Altria Group shares in Q1 2026, an estimated $26.6M.
  • Altria Group made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #269 holding.
  • Bank of Montreal first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Altria Group position peaked at $225M in Q4 2019.
  • 2,492 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.