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Catalyst Funds Management’s Altria Group MO Stock Holding History

Catalyst Funds Management’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 		$2.88M Buy
+43,604
New +$2.81M 0.49% 45
2025
Q4 		– Sell
-23,100
Closed -$1.53M – 488
2025
Q3 		$1.53M Buy
23,100
+500
+2% +$31.7K 0.23% 104
2025
Q2 		$1.33M Buy
22,600
+10,240
+83% +$601K 0.37% 79
2025
Q1 		$742K Sell
12,360
-1,240
-9% -$67.7K 0.19% 141
2024
Q4 		$711K Buy
13,600
+5,800
+74% +$309K 0.17% 122
2024
Q3 		$398K Sell
7,800
-17,400
-69% -$879K 0.09% 155
2024
Q2 		$1.15M Buy
+25,200
New +$1.12M 0.31% 50

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

Catalyst Funds Management's MO Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in Altria Group (MO) in Q1 2026: 43,604 shares worth $2.88M. The stake represents 0.49% of the portfolio and ranks #45 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in MO as recently as Q3 2025.

Catalyst Funds Management first reported a position in MO in Q2 2024 and has held it in 7 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Catalyst Funds Management held 43,604 shares of Altria Group worth $2.88M as of Q1 2026.
  • Altria Group was a new Catalyst Funds Management position in Q1 2026.
  • Altria Group made up 0.49% of Catalyst Funds Management's portfolio in Q1 2026, its #45 holding.
  • Catalyst Funds Management first reported a position in Altria Group in Q2 2024 and has held it in 7 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.