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Brooks Moore & Associates’s Altria Group MO Stock Holding History

Brooks Moore & 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 		$776K Sell
11,755
-2,100
-15% -$135K 0.39% 63
2025
Q4 		$799K Hold
13,855
– – 0.39% 62
2025
Q3 		$915K Hold
13,855
– – 0.46% 58
2025
Q2 		$858K Hold
13,855
– – 0.46% 57
2025
Q1 		$832K Hold
13,855
– – 0.47% 55
2024
Q4 		$724K Hold
13,855
– – 0.43% 58
2024
Q3 		$707K Hold
13,855
– – 0.42% 59
2024
Q2 		$631K Hold
13,855
– – 0.41% 58
2024
Q1 		$604K Hold
13,855
– – 0.39% 59
2023
Q4 		$559K Hold
13,855
– – 0.38% 59
2023
Q3 		$583K Hold
13,855
– – 0.44% 54
2023
Q2 		$628K Buy
13,855
+100
+0.7% +$4.53K 0.44% 55
2023
Q1 		$614K Buy
13,755
+3,473
+34% +$160K 0.44% 56
2022
Q4 		$470K Buy
10,282
+200
+2% +$9.06K 0.34% 59
2022
Q3 		$407K Hold
10,082
– – 0.33% 58
2022
Q2 		$421K Sell
10,082
-150
-1% -$7.77K 0.3% 60
2022
Q1 		$535K Sell
10,232
-324
-3% -$16.5K 0.33% 63
2021
Q4 		$500K Sell
10,556
-200
-2% -$9.16K 0.29% 70
2021
Q3 		$490K Hold
10,756
– – 0.32% 66
2021
Q2 		$513K Sell
10,756
-350
-3% -$17.2K 0.33% 68
2021
Q1 		$568K Buy
11,106
+224
+2% +$10K 0.38% 63
2020
Q4 		$446K Buy
10,882
+200
+2% +$8.03K 0.35% 68
2020
Q3 		$413K Buy
10,682
+992
+10% +$41.3K 0.36% 63
2020
Q2 		$380K Sell
9,690
-1,802
-16% -$70.3K 0.36% 66
2020
Q1 		$444K Sell
11,492
-935
-8% -$41.5K 0.47% 61
2019
Q4 		$620K Sell
12,427
-800
-6% -$37.7K 0.49% 61
2019
Q3 		$541K Hold
13,227
– – 0.46% 66
2019
Q2 		$626K Hold
13,227
– – 0.54% 63
2019
Q1 		$760K Sell
13,227
-5,684
-30% -$291K 0.69% 52
2018
Q4 		$934K Buy
+18,911
New +$1.1M 0.94% 42

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

Brooks Moore & Associates's MO Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Altria Group (MO) stake by 15% in Q1 2026, selling an estimated $135K and leaving 11,755 shares worth $776K. The position accounts for 0.39% of the portfolio, ranked #63.

Brooks Moore & Associates first reported a position in MO in Q4 2018 and has held it in 30 quarters since. The position peaked at $934K in Q4 2018. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Brooks Moore & Associates held 11,755 shares of Altria Group worth $776K as of Q1 2026.
  • Brooks Moore & Associates sold 2,100 Altria Group shares in Q1 2026, an estimated $135K.
  • Altria Group made up 0.39% of Brooks Moore & Associates's portfolio in Q1 2026, its #63 holding.
  • Brooks Moore & Associates first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's Altria Group position peaked at $934K in Q4 2018.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.