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 		$11.1M Sell
167,700
-66,900
-29% -$4.3M 0.02% 267
2025
Q4 		$13.5M Sell
234,600
-48,800
-17% -$2.95M 0.03% 224
2025
Q3 		$18.7M Buy
283,400
+156,800
+124% +$9.93M 0.03% 216
2025
Q2 		$7.42M Sell
126,600
-26,600
-17% -$1.56M 0.02% 310
2025
Q1 		$9.2M Sell
153,200
-155,100
-50% -$8.47M 0.02% 318
2024
Q4 		$16.1M Buy
308,300
+58,100
+23% +$3.09M 0.04% 253
2024
Q3 		$12.8M Buy
250,200
+1,500
+0.6% +$75.8K 0.04% 253
2024
Q2 		$11.3M Buy
248,700
+29,300
+13% +$1.3M 0.04% 287
2024
Q1 		$9.57M Sell
219,400
-80,600
-27% -$3.34M 0.03% 286
2023
Q4 		$12.1M Buy
300,000
+7,800
+3% +$323K 0.04% 306
2023
Q3 		$12.3M Buy
292,200
+24,600
+9% +$1.09M 0.06% 239
2023
Q2 		$12.1M Buy
267,600
+142,500
+114% +$6.45M 0.06% 224
2023
Q1 		$5.58M Buy
125,100
+35,300
+39% +$1.62M 0.03% 340
2022
Q4 		$4.1M Sell
89,800
-5,900
-6% -$267K 0.03% 446
2022
Q3 		$3.86M Sell
95,700
-33,300
-26% -$1.45M 0.02% 480
2022
Q2 		$5.39M Sell
129,000
-502,600
-80% -$26M 0.03% 392
2022
Q1 		$33M Sell
631,600
-869,500
-58% -$44.3M 0.09% 170
2021
Q4 		$71.1M Buy
1,501,100
+193,800
+15% +$8.88M 0.12% 142
2021
Q3 		$59.5M Sell
1,307,300
-13,400
-1% -$647K 0.12% 150
2021
Q2 		$63M Buy
1,320,700
+5,600
+0.4% +$275K 0.14% 134
2021
Q1 		$67.3M Buy
1,315,100
+714,500
+119% +$32M 0.2% 104
2020
Q4 		$24.6M Buy
600,600
+162,800
+37% +$6.54M 0.08% 204
2020
Q3 		$16.9M Buy
437,800
+39,500
+10% +$1.64M 0.09% 202
2020
Q2 		$15.6M Buy
398,300
+215,800
+118% +$8.42M 0.1% 170
2020
Q1 		$7.06M Sell
182,500
-573,700
-76% -$25.5M 0.11% 194
2019
Q4 		$37.7M Buy
756,200
+201,900
+36% +$9.52M 0.2% 114
2019
Q3 		$22.7M Buy
554,300
+16,000
+3% +$736K 0.16% 129
2019
Q2 		$25.5M Buy
538,300
+253,300
+89% +$13.3M 0.18% 120
2019
Q1 		$16.4M Buy
285,000
+37,500
+15% +$1.92M 0.15% 148
2018
Q4 		$12.2M Buy
247,500
+88,700
+56% +$5.14M 0.15% 112
2018
Q3 		$9.58M Buy
158,800
+59,900
+61% +$3.56M 0.11% 152
2018
Q2 		$5.62M Buy
98,900
+74,900
+312% +$4.32M 0.09% 147
2018
Q1 		$1.5M Buy
+24,000
New +$1.59M 0.03% 212
2017
Q2 		– Sell
-25,400
Closed -$1.81M – 824
2017
Q1 		$1.81M Sell
25,400
-1,900
-7% -$138K 0.05% 304
2016
Q4 		$1.84M Buy
+27,300
New +$1.76M 0.06% 297
2014
Q4 		– Sell
-213,200
Closed -$9.79M – 382
2014
Q3 		$9.79M Buy
213,200
+108,600
+104% +$4.65M 0.11% 151
2014
Q2 		$4.39M Buy
104,600
+66,900
+177% +$2.69M 0.06% 199
2014
Q1 		$1.41M Buy
37,700
+13,100
+53% +$476K 0.02% 278
2013
Q4 		$944K Sell
24,600
-69,400
-74% -$2.56M 0.01% 400
2013
Q3 		$3.23M Buy
94,000
+31,200
+50% +$1.1M 0.03% 260
2013
Q2 		$2.2M Buy
+62,800
New +$2.26M 0.02% 239

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.