Cascade Investment Group’s Altria Group MO Stock Holding History

Cascade Investment Group’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	$1.71M	Sell	25,847 -1,050	-4%	-$67.6K	1.12%	21
2025 Q4	$1.55M	Sell	26,897 -80	-0.3%	-$4.83K	1.04%	24
2025 Q3	$1.78M	Sell	26,977 -228	-0.8%	-$14.4K	1.18%	20
2025 Q2	$1.6M	Buy	27,205 +1,271	+5%	+$74.6K	1.11%	24
2025 Q1	$1.56M	Hold	25,934	–	–	1.2%	21
2024 Q4	$1.36M	Sell	25,934 -175	-0.7%	-$9.32K	0.97%	27
2024 Q3	$1.33M	Sell	26,109 -350	-1%	-$17.7K	0.98%	27
2024 Q2	$1.21M	Buy	26,459 +400	+2%	+$17.7K	0.94%	30
2024 Q1	$1.14M	Sell	26,059 -535	-2%	-$22.2K	0.85%	36
2023 Q4	$1.07M	Buy	26,594 +1,955	+8%	+$80.8K	0.87%	33
2023 Q3	$1.04M	Sell	24,639 -161	-0.6%	-$7.11K	0.98%	31
2023 Q2	$1.12M	Sell	24,800 -294	-1%	-$13.3K	1.03%	28
2023 Q1	$1.12M	Sell	25,094 -194	-0.8%	-$8.92K	1.1%	22
2022 Q4	$1.16M	Buy	+25,288	New	+$1.15M	1.2%	18

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cascade Investment Group's MO Position: Q1 2026 in Review

Cascade Investment Group reduced its Altria Group (MO) stake by 3.9% in Q1 2026, selling an estimated $67.6K and leaving 25,847 shares worth $1.71M. The position accounts for 1.12% of the portfolio, ranked #21.

Cascade Investment Group first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Cascade Investment Group held 25,847 shares of Altria Group worth $1.71M as of Q1 2026.
Cascade Investment Group sold 1,050 Altria Group shares in Q1 2026, an estimated $67.6K.
Altria Group made up 1.12% of Cascade Investment Group's portfolio in Q1 2026, its #21 holding.
Cascade Investment Group first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Altria Group position peaked at $1.78M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.