Birinyi Associates’s Altria Group MO Stock Holding History

Birinyi Associates’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	$212K	Buy	+3,212	New	+$207K	0.06%	60
2025 Q4	–	Sell	-3,200	Closed	-$211K	–	60
2025 Q3	$211K	Buy	+3,200	New	+$203K	0.05%	56
2022 Q3	–	Sell	-7,600	Closed	-$317K	–	61
2022 Q2	$317K	Hold	7,600	–	–	0.14%	48
2022 Q1	$397K	Sell	7,600 -1,000	-12%	-$50.9K	0.14%	47
2021 Q4	$408K	Sell	8,600 -750	-8%	-$34.4K	0.13%	52
2021 Q3	$426K	Hold	9,350	–	–	0.14%	53
2021 Q2	$446K	Buy	9,350 +3,000	+47%	+$147K	0.15%	56
2021 Q1	$325K	Sell	6,350 -3,000	-32%	-$134K	0.12%	59
2020 Q4	$383K	Sell	9,350 -500	-5%	-$20.1K	0.14%	59
2020 Q3	$381K	Sell	9,850 -1,750	-15%	-$72.8K	0.16%	53
2020 Q2	$455K	Sell	11,600 -2,250	-16%	-$87.8K	0.22%	49
2020 Q1	$536K	Sell	13,850 -1,150	-8%	-$51K	0.29%	43
2019 Q4	$749K	Hold	15,000	–	–	0.31%	46
2019 Q3	$614K	Sell	15,000 -10,037	-40%	-$462K	0.27%	49
2019 Q2	$1.19M	Buy	25,037 +7,100	+40%	+$372K	0.5%	39
2019 Q1	$1.03M	Sell	17,937 -250	-1%	-$12.8K	0.44%	40
2018 Q4	$898K	Hold	18,187	–	–	0.45%	38
2018 Q3	$1.1M	Sell	18,187 -575	-3%	-$34.1K	0.39%	37
2018 Q2	$1.06M	Sell	18,762 -2,783	-13%	-$161K	0.42%	39
2018 Q1	$1.34M	Sell	21,545 -500	-2%	-$33.1K	0.55%	35
2017 Q4	$1.57M	Sell	22,045 -500	-2%	-$33.5K	0.7%	31
2017 Q3	$1.43M	Sell	22,545 -1,000	-4%	-$66.7K	0.68%	30
2017 Q2	$1.75M	Hold	23,545	–	–	0.82%	26
2017 Q1	$1.68M	Sell	23,545 -1,850	-7%	-$134K	0.84%	29
2016 Q4	$1.72M	Sell	25,395 -7,400	-23%	-$477K	0.97%	27
2016 Q3	$2.07M	Sell	32,795 -4,213	-11%	-$280K	1.12%	23
2016 Q2	$2.55M	Sell	37,008 -500	-1%	-$32K	1.11%	18
2016 Q1	$2.35M	Buy	37,508 +14,500	+63%	+$877K	1.04%	20
2015 Q4	$1.34M	Sell	23,008 -13,267	-37%	-$769K	0.87%	27
2015 Q3	$1.97M	Buy	36,275 +13,767	+61%	+$738K	0.86%	27
2015 Q2	$1.1M	Sell	22,508 -2,000	-8%	-$101K	0.75%	30
2015 Q1	$1.23M	Sell	24,508 -15,000	-38%	-$796K	0.81%	25
2014 Q4	$1.95M	Hold	39,508	–	–	0.87%	25
2014 Q3	$1.81M	Sell	39,508 -1,000	-2%	-$42.8K	0.83%	25
2014 Q2	$1.7M	Sell	40,508 -1,646	-4%	-$66.2K	0.78%	27
2014 Q1	$1.58M	Sell	42,154 -96	-0.2%	-$3.49K	0.8%	29
2013 Q4	$1.62M	Sell	42,250 -750	-2%	-$27.7K	0.87%	24
2013 Q3	$1.48M	Sell	43,000 -500	-1%	-$17.6K	0.83%	27
2013 Q2	$1.52M	Buy	+43,500	New	+$1.56M	0.92%	24

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

Birinyi Associates's MO Position: Q1 2026 in Review

Birinyi Associates opened a new position in Altria Group (MO) in Q1 2026: 3,212 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #60 among its holdings. This is a return to the name: Birinyi Associates previously reported a position in MO as recently as Q3 2025.

Birinyi Associates first reported a position in MO in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.55M in Q2 2016. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Birinyi Associates held 3,212 shares of Altria Group worth $212K as of Q1 2026.
Altria Group was a new Birinyi Associates position in Q1 2026.
Altria Group made up 0.06% of Birinyi Associates's portfolio in Q1 2026, its #60 holding.
Birinyi Associates first reported a position in Altria Group in Q2 2013 and has held it in 39 quarters since.
Birinyi Associates's Altria Group position peaked at $2.55M in Q2 2016.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.