CPL
MO icon

CAP Partners LLC’s Altria Group MO Stock Holding History

CAP Partners LLC’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 		$457K Buy
6,932
+85
+1% +$5.47K 0.26% 91
2025
Q4 		$395K Buy
6,847
+54
+0.8% +$3.26K 0.22% 96
2025
Q3 		$449K Buy
6,793
+60
+0.9% +$3.8K 0.25% 84
2025
Q2 		$395K Sell
6,733
-38
-0.6% -$2.23K 0.25% 87
2025
Q1 		$406K Buy
6,771
+104
+2% +$5.68K 0.3% 84
2024
Q4 		$349K Sell
6,667
-258
-4% -$13.7K 0.25% 93
2024
Q3 		$353K Buy
6,925
+123
+2% +$6.22K 0.26% 90
2024
Q2 		$310K Buy
6,802
+119
+2% +$5.28K 0.25% 93
2024
Q1 		$291K Buy
6,683
+224
+3% +$9.29K 0.26% 92
2023
Q4 		$261K Buy
+6,459
New +$267K 0.26% 83

Other funds holding MO

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return