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Camelot Portfolios’s Altria Group MO Stock Holding History

Camelot Portfolios’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 		– Sell
-100
Closed -$5.77K – 400
2025
Q4 		$5.77K Buy
+100
New +$6.04K ﹤0.01% 470
2024
Q3 		– Sell
-1,324
Closed -$60.3K – 392
2024
Q2 		$60.3K Buy
+1,324
New +$58.7K 0.03% 285
2016
Q1 		– Sell
-3,654
Closed -$213K – 168
2015
Q4 		$213K Buy
+3,654
New +$212K 0.14% 134
2015
Q3 		– Sell
-4,173
Closed -$204K – 164
2015
Q2 		$204K Buy
+4,173
New +$212K 0.12% 155

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Camelot Portfolios's MO Position: Q1 2026 in Review

Camelot Portfolios sold out of Altria Group (MO) in Q1 2026, closing a stake of 100 shares — an estimated $5.77K sold.

Camelot Portfolios first reported a position in MO in Q2 2015 and held it in 4 quarters. The position peaked at $213K in Q4 2015. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Camelot Portfolios reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 100 Altria Group shares in Q1 2026, an estimated $5.77K.
  • Camelot Portfolios first reported a position in Altria Group in Q2 2015 and held it in 4 quarters.
  • Camelot Portfolios's Altria Group position peaked at $213K in Q4 2015.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.