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Covestor’s Altria Group MO Stock Holding History

Covestor’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 		$36K Sell
545
-260
-32% -$16.7K 0.02% 874
2025
Q4 		$46K Buy
805
+16
+2% +$966 0.02% 938
2025
Q3 		$52K Sell
789
-30
-4% -$1.9K 0.03% 890
2025
Q2 		$48K Sell
819
-47
-5% -$2.76K 0.03% 902
2025
Q1 		$52K Sell
866
-221
-20% -$12.1K 0.03% 831
2024
Q4 		$56K Buy
1,087
+52
+5% +$2.77K 0.04% 814
2024
Q3 		$53K Sell
1,035
-88
-8% -$4.45K 0.03% 856
2024
Q2 		$51K Buy
1,123
+76
+7% +$3.37K 0.03% 848
2024
Q1 		$46K Buy
1,047
+262
+33% +$10.9K 0.03% 919
2023
Q4 		$32K Buy
785
+3
+0.4% +$124 0.02% 1030
2023
Q3 		$33K Sell
782
-252
-24% -$11.1K 0.02% 940
2023
Q2 		$46K Buy
1,034
+141
+16% +$6.39K 0.04% 817
2023
Q1 		$40K Buy
893
+85
+11% +$3.91K 0.03% 795
2022
Q4 		$37K Buy
808
+138
+21% +$6.25K 0.03% 848
2022
Q3 		$27K Sell
670
-1,443
-68% -$62.9K 0.02% 920
2022
Q2 		$89K Sell
2,113
-2,806
-57% -$145K 0.07% 478
2022
Q1 		$257K Buy
4,919
+2,542
+107% +$129K 0.17% 87
2021
Q4 		$113K Buy
+2,377
New +$109K 0.16% 122

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

Covestor's MO Position: Q1 2026 in Review

Covestor reduced its Altria Group (MO) stake by 32% in Q1 2026, selling an estimated $16.7K and leaving 545 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #874.

Covestor first reported a position in MO in Q4 2021 and has held it in 18 quarters since. The position peaked at $257K in Q1 2022. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Covestor held 545 shares of Altria Group worth $36K as of Q1 2026.
  • Covestor sold 260 Altria Group shares in Q1 2026, an estimated $16.7K.
  • Altria Group made up 0.02% of Covestor's portfolio in Q1 2026, its #874 holding.
  • Covestor first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Altria Group position peaked at $257K in Q1 2022.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.