BCM
MO icon

Becker Capital Management’s Altria Group MO Stock Holding History

Becker Capital 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 		$296K Sell
4,408
-74
-2% -$4.76K 0.01% 263
2025
Q4 		$263K Buy
4,482
+74
+2% +$4.47K 0.01% 276
2025
Q3 		$296K Buy
4,408
+290
+7% +$18.4K 0.01% 255
2025
Q2 		$246K Hold
4,118
– – 0.01% 264
2025
Q1 		$251K Hold
4,118
– – 0.01% 254
2024
Q4 		$220K Hold
4,118
– – 0.01% 259
2024
Q3 		$214K Buy
+4,118
New +$208K 0.01% 266
2023
Q4 		– Sell
-4,820
Closed -$207K – 269
2023
Q3 		$207K Sell
4,820
-248
-5% -$11K 0.01% 256
2023
Q2 		$233K Buy
+5,068
New +$230K 0.01% 258
2019
Q2 		– Sell
-4,864
Closed -$279K – 183
2019
Q1 		$279K Sell
4,864
-1,500
-24% -$76.7K 0.01% 175
2018
Q4 		$314K Sell
6,364
-693
-10% -$40.2K 0.01% 149
2018
Q3 		$426K Buy
7,057
+3,200
+83% +$190K 0.01% 140
2018
Q2 		$219K Sell
3,857
-125
-3% -$7.21K 0.01% 155
2018
Q1 		$248K Buy
3,982
+999
+33% +$66.2K 0.01% 157
2017
Q4 		$213K Buy
+2,983
New +$200K 0.01% 161
2017
Q3 		– Sell
-3,930
Closed -$293K – 158
2017
Q2 		$293K Sell
3,930
-400
-9% -$29.3K 0.01% 117
2017
Q1 		$309K Sell
4,330
-419
-9% -$30.3K 0.01% 118
2016
Q4 		$321K Sell
4,749
-85
-2% -$5.47K 0.01% 122
2016
Q3 		$306K Buy
4,834
+324
+7% +$21.5K 0.01% 114
2016
Q2 		$311K Hold
4,510
– – 0.01% 116
2016
Q1 		$283K Hold
4,510
– – 0.01% 107
2015
Q4 		$263K Buy
+4,510
New +$261K 0.01% 120
2014
Q4 		– Sell
-4,473
Closed -$205K – 148
2014
Q3 		$205K Sell
4,473
-2,586
-37% -$111K 0.01% 142
2014
Q2 		$296K Buy
7,059
+480
+7% +$19.3K 0.01% 121
2014
Q1 		$246K Sell
6,579
-1,800
-21% -$65.4K 0.01% 127
2013
Q4 		$322K Buy
8,379
+2,500
+43% +$92.3K 0.01% 116
2013
Q3 		$202K Buy
+5,879
New +$207K 0.01% 129

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

Becker Capital Management's MO Position: Q1 2026 in Review

Becker Capital Management reduced its Altria Group (MO) stake by 1.7% in Q1 2026, selling an estimated $4.76K and leaving 4,408 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #263.

Becker Capital Management first reported a position in MO in Q3 2013 and has held it in 27 quarters since. The position peaked at $426K in Q3 2018. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Becker Capital Management held 4,408 shares of Altria Group worth $296K as of Q1 2026.
  • Becker Capital Management sold 74 Altria Group shares in Q1 2026, an estimated $4.76K.
  • Altria Group made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #263 holding.
  • Becker Capital Management first reported a position in Altria Group in Q3 2013 and has held it in 27 quarters since.
  • Becker Capital Management's Altria Group position peaked at $426K in Q3 2018.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.