Commonwealth Equity Services
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Commonwealth Equity Services’s Altria Group MO Stock Holding History

Commonwealth Equity Services’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 		$87.1M Sell
1,320,349
-270,160
-17% -$17.4M 0.12% 162
2025
Q4 		$91.7M Buy
1,590,509
+157,681
+11% +$9.52M 0.12% 154
2025
Q3 		$94.7M Sell
1,432,828
-163,882
-10% -$10.4M 0.12% 160
2025
Q2 		$93.6M Buy
1,596,710
+99,138
+7% +$5.82M 0.12% 162
2025
Q1 		$89.9M Buy
1,497,572
+56,416
+4% +$3.08M 0.13% 157
2024
Q4 		$75.4M Sell
1,441,156
-15,152
-1% -$807K 0.11% 171
2024
Q3 		$74.3M Buy
1,456,308
+32,318
+2% +$1.63M 0.11% 177
2024
Q2 		$64.9M Buy
1,423,990
+8,015
+0.6% +$356K 0.1% 180
2024
Q1 		$61.8M Sell
1,415,975
-56,803
-4% -$2.36M 0.1% 187
2023
Q4 		$59.4M Buy
1,472,778
+13,165
+0.9% +$544K 0.11% 181
2023
Q3 		$61.4M Buy
1,459,613
+32,844
+2% +$1.45M 0.13% 161
2023
Q2 		$64.6M Buy
1,426,769
+25,214
+2% +$1.14M 0.13% 156
2023
Q1 		$62.5K Buy
1,401,555
+38,963
+3% +$1.79M 0.13% 149
2022
Q4 		$62.3M Buy
1,362,592
+30,915
+2% +$1.4M 0.15% 142
2022
Q3 		$53.8M Buy
1,331,677
+40,205
+3% +$1.75M 0.14% 143
2022
Q2 		$53.9M Sell
1,291,472
-33,367
-3% -$1.73M 0.14% 145
2022
Q1 		$69.2M Buy
1,324,839
+53,848
+4% +$2.74M 0.16% 130
2021
Q4 		$60.2M Sell
1,270,991
-36,085
-3% -$1.65M 0.14% 151
2021
Q3 		$59.5M Buy
1,307,076
+17,457
+1% +$843K 0.15% 142
2021
Q2 		$61.5M Sell
1,289,619
-132,774
-9% -$6.52M 0.16% 136
2021
Q1 		$72.8M Buy
1,422,393
+13,800
+1% +$618K 0.21% 94
2020
Q4 		$57.8M Sell
1,408,593
-72,214
-5% -$2.9M 0.17% 125
2020
Q3 		$57.2M Buy
1,480,807
+48,236
+3% +$2.01M 0.2% 107
2020
Q2 		$56.2M Sell
1,432,571
-18,338
-1% -$715K 0.21% 97
2020
Q1 		$56.1M Sell
1,450,909
-26,279
-2% -$1.17M 0.26% 84
2019
Q4 		$73.7M Sell
1,477,188
-111,436
-7% -$5.26M 0.28% 74
2019
Q3 		$65M Sell
1,588,624
-11,517
-0.7% -$530K 0.28% 75
2019
Q2 		$75.8M Sell
1,600,141
-25,089
-2% -$1.31M 0.33% 66
2019
Q1 		$93.3M Buy
1,625,230
+106,546
+7% +$5.45M 0.43% 48
2018
Q4 		$75M Buy
1,518,684
+134,037
+10% +$7.77M 0.4% 56
2018
Q3 		$83.5M Buy
1,384,647
+21
+0% +$1.25K 0.4% 50
2018
Q2 		$78.6M Buy
1,384,626
+32,502
+2% +$1.87M 0.41% 52
2018
Q1 		$84.3M Sell
1,352,124
-2,337
-0.2% -$155K 0.46% 45
2017
Q4 		$96.7M Buy
1,354,461
+56,053
+4% +$3.76M 0.53% 35
2017
Q3 		$82.3M Buy
1,298,408
+22,663
+2% +$1.51M 0.49% 43
2017
Q2 		$95M Buy
1,275,745
+26,955
+2% +$1.97M 0.6% 30
2017
Q1 		$89.2M Sell
1,248,790
-2,453
-0.2% -$178K 0.6% 30
2016
Q4 		$84.6M Buy
1,251,243
+53,774
+4% +$3.46M 0.62% 31
2016
Q3 		$75.7M Buy
1,197,469
+14,142
+1% +$940K 0.6% 34
2016
Q2 		$81.6M Buy
1,183,327
+6,353
+0.5% +$407K 0.69% 27
2016
Q1 		$73.7M Sell
1,176,974
-21,842
-2% -$1.32M 0.66% 27
2015
Q4 		$69.8M Buy
1,198,816
+4,038
+0.3% +$234K 0.66% 26
2015
Q3 		$65M Sell
1,194,778
-3,397
-0.3% -$182K 0.68% 24
2015
Q2 		$58.6M Buy
1,198,175
+1,837
+0.2% +$93.1K 0.58% 29
2015
Q1 		$59.8M Buy
1,196,338
+3,250
+0.3% +$173K 0.62% 28
2014
Q4 		$58.8M Buy
1,193,088
+8,336
+0.7% +$406K 0.66% 27
2014
Q3 		$54.4M Buy
1,184,752
+31,249
+3% +$1.34M 0.66% 28
2014
Q2 		$48.4M Sell
1,153,503
-500
-0% -$20.1K 0.59% 29
2014
Q1 		$43.2M Buy
1,154,003
+24,333
+2% +$884K 0.6% 29
2013
Q4 		$43.4M Buy
1,129,670
+58,247
+5% +$2.15M 0.63% 27
2013
Q3 		$36.8M Buy
1,071,423
+49,552
+5% +$1.75M 0.6% 29
2013
Q2 		$35.8M Buy
+1,021,871
New +$36.7M 0.63% 28

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

Commonwealth Equity Services's MO Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Altria Group (MO) stake by 17% in Q1 2026, selling an estimated $17.4M and leaving 1,320,349 shares worth $87.1M. The position accounts for 0.12% of the portfolio, ranked #162.

Commonwealth Equity Services first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $96.7M in Q4 2017. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Commonwealth Equity Services held 1,320,349 shares of Altria Group worth $87.1M as of Q1 2026.
  • Commonwealth Equity Services sold 270,160 Altria Group shares in Q1 2026, an estimated $17.4M.
  • Altria Group made up 0.12% of Commonwealth Equity Services's portfolio in Q1 2026, its #162 holding.
  • Commonwealth Equity Services first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's Altria Group position peaked at $96.7M in Q4 2017.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.