Capstone Investment Advisors
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Capstone Investment Advisors’s Altria Group MO Stock Holding History

Capstone Investment Advisors’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 		$2.84M Buy
43,000
+3,800
+10% +$244K ﹤0.01% 552
2025
Q4 		$2.26M Sell
39,200
-12,500
-24% -$755K ﹤0.01% 584
2025
Q3 		$3.42M Buy
51,700
+13,900
+37% +$881K 0.01% 585
2025
Q2 		$2.22M Sell
37,800
-5,800
-13% -$341K 0.01% 611
2025
Q1 		$2.62M Sell
43,600
-4,000
-8% -$218K 0.01% 617
2024
Q4 		$2.49M Buy
47,600
+6,000
+14% +$320K 0.01% 776
2024
Q3 		$2.12M Buy
41,600
+8,200
+25% +$414K 0.01% 719
2024
Q2 		$1.52M Buy
33,400
+8,100
+32% +$359K ﹤0.01% 822
2024
Q1 		$1.1M Sell
25,300
-85,100
-77% -$3.53M ﹤0.01% 1089
2023
Q4 		$4.45M Buy
110,400
+24,900
+29% +$1.03M 0.01% 565
2023
Q3 		$3.6M Sell
85,500
-11,300
-12% -$499K 0.02% 525
2023
Q2 		$4.39M Buy
96,800
+6,600
+7% +$299K 0.02% 411
2023
Q1 		$4.02M Buy
90,200
+67,200
+292% +$3.09M 0.02% 414
2022
Q4 		$1.05M Buy
23,000
+10,300
+81% +$467K 0.01% 911
2022
Q3 		$513K Sell
12,700
-7,400
-37% -$323K ﹤0.01% 1244
2022
Q2 		$840K Sell
20,100
-133,200
-87% -$6.9M ﹤0.01% 1079
2022
Q1 		$8.01M Sell
153,300
-95,100
-38% -$4.84M 0.02% 537
2021
Q4 		$11.8M Buy
248,400
+6,900
+3% +$316K 0.02% 557
2021
Q3 		$11M Sell
241,500
-53,200
-18% -$2.57M 0.02% 593
2021
Q2 		$14.1M Buy
294,700
+112,300
+62% +$5.52M 0.03% 434
2021
Q1 		$9.33M Buy
182,400
+20,100
+12% +$901K 0.03% 480
2020
Q4 		$6.65M Sell
162,300
-103,500
-39% -$4.16M 0.02% 509
2020
Q3 		$10.3M Buy
265,800
+16,200
+6% +$674K 0.05% 316
2020
Q2 		$9.8M Buy
249,600
+175,900
+239% +$6.86M 0.06% 261
2020
Q1 		$2.85M Sell
73,700
-153,800
-68% -$6.82M 0.05% 422
2019
Q4 		$11.4M Buy
227,500
+63,200
+38% +$2.98M 0.06% 331
2019
Q3 		$6.72M Buy
164,300
+66,700
+68% +$3.07M 0.05% 366
2019
Q2 		$4.62M Buy
97,600
+10,600
+12% +$555K 0.03% 481
2019
Q1 		$5M Buy
87,000
+53,900
+163% +$2.75M 0.05% 355
2018
Q4 		$1.64M Buy
33,100
+10,600
+47% +$614K 0.02% 490
2018
Q3 		$1.36M Buy
22,500
+8,600
+62% +$511K 0.02% 519
2018
Q2 		$789K Buy
+13,900
New +$802K 0.01% 423
2017
Q1 		– Sell
-9,000
Closed -$606K – 1035
2016
Q4 		$606K Buy
+9,000
New +$580K 0.02% 541
2014
Q4 		– Sell
-539,000
Closed -$24.8M – 381
2014
Q3 		$24.8M Sell
539,000
-532,100
-50% -$22.8M 0.28% 78
2014
Q2 		$44.9M Buy
1,071,100
+506,000
+90% +$20.4M 0.59% 31
2014
Q1 		$21.2M Buy
565,100
+235,800
+72% +$8.57M 0.27% 65
2013
Q4 		$12.6M Sell
329,300
-237,600
-42% -$8.77M 0.14% 85
2013
Q3 		$19.5M Buy
566,900
+194,700
+52% +$6.86M 0.2% 64
2013
Q2 		$13M Buy
+372,200
New +$13.4M 0.14% 80

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

Capstone Investment Advisors's MO Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 21,695 shares — an estimated $1.4M sold.

Capstone Investment Advisors first reported a position in MO in Q2 2013 and held it in 43 quarters. The position peaked at $13.1M in Q2 2019. 2,488 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 21,695 Altria Group shares in Q1 2026, an estimated $1.4M.
  • Capstone Investment Advisors first reported a position in Altria Group in Q2 2013 and held it in 43 quarters.
  • Capstone Investment Advisors's Altria Group position peaked at $13.1M in Q2 2019.
  • 2,488 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.