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Curi RMB Capital’s Altria Group MO Stock Holding History

Curi RMB Capital’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 		$7.18M Buy
108,637
+749
+0.7% +$48.2K 0.13% 177
2025
Q4 		$6.33M Buy
107,888
+1,347
+1% +$81.3K 0.11% 195
2025
Q3 		$7.15M Buy
106,541
+1,862
+2% +$118K 0.13% 179
2025
Q2 		$6.24M Buy
104,679
+16,556
+19% +$972K 0.12% 191
2025
Q1 		$5.38M Sell
88,123
-10,201
-10% -$557K 0.13% 189
2024
Q4 		$5.14M Sell
98,324
-33
-0% -$1.76K 0.12% 191
2024
Q3 		$5.02M Sell
98,357
-4,162
-4% -$210K 0.11% 189
2024
Q2 		$4.67M Sell
102,519
-174,383
-63% -$7.74M 0.11% 189
2024
Q1 		$12.1M Buy
276,902
+16,370
+6% +$679K 0.28% 108
2023
Q4 		$10.5M Buy
260,532
+20,053
+8% +$829K 0.32% 93
2023
Q3 		$10.1M Sell
240,479
-1,913
-0.8% -$84.5K 0.35% 91
2023
Q2 		$11M Buy
242,392
+15,074
+7% +$683K 0.36% 83
2023
Q1 		$10.1M Buy
227,318
+35,049
+18% +$1.61M 0.35% 89
2022
Q4 		$8.79M Buy
192,269
+40,768
+27% +$1.85M 0.31% 100
2022
Q3 		$6.12M Buy
151,501
+42,447
+39% +$1.85M 0.23% 118
2022
Q2 		$4.55M Buy
109,054
+9,111
+9% +$472K 0.16% 141
2022
Q1 		$5.22M Buy
99,943
+6,473
+7% +$330K 0.17% 132
2021
Q4 		$4.43M Sell
93,470
-1,392
-1% -$63.8K 0.13% 141
2021
Q3 		$4.32M Hold
94,862
– – 0.14% 144
2021
Q2 		$4.52M Buy
94,862
+6,330
+7% +$311K 0.15% 141
2021
Q1 		$4.53M Buy
88,532
+29,345
+50% +$1.31M 0.17% 139
2020
Q4 		$2.43M Buy
59,187
+16,352
+38% +$657K 0.09% 190
2020
Q3 		$1.66M Buy
+42,835
New +$1.78M 0.07% 215
2020
Q1 		– Sell
-4,786
Closed -$239K – 732
2019
Q4 		$239K Sell
4,786
-1,200
-20% -$56.6K 0.01% 596
2019
Q3 		$245K Sell
5,986
-3,466
-37% -$159K 0.01% 627
2019
Q2 		$447K Sell
9,452
-270
-3% -$14.1K 0.01% 573
2019
Q1 		$558K Buy
9,722
+184
+2% +$9.4K 0.01% 549
2018
Q4 		$471K Sell
9,538
-2,531
-21% -$147K 0.01% 659
2018
Q3 		$728K Buy
12,069
+185
+2% +$11K 0.02% 561
2018
Q2 		$675K Buy
11,884
+760
+7% +$43.8K 0.02% 579
2018
Q1 		$693K Sell
11,124
-1,989
-15% -$132K 0.02% 572
2017
Q4 		$936K Buy
13,113
+3,164
+32% +$212K 0.02% 492
2017
Q3 		$631K Sell
9,949
-5,419
-35% -$361K 0.02% 491
2017
Q2 		$1.14M Buy
15,368
+3,643
+31% +$267K 0.03% 434
2017
Q1 		$837K Sell
11,725
-141
-1% -$10.2K 0.03% 317
2016
Q4 		$802K Buy
11,866
+491
+4% +$31.6K 0.04% 266
2016
Q3 		$719K Sell
11,375
-700
-6% -$46.5K 0.04% 277
2016
Q2 		$833K Buy
+12,075
New +$773K 0.04% 257

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

Curi RMB Capital's MO Position: Q1 2026 in Review

Curi RMB Capital increased its Altria Group (MO) stake by 0.69% in Q1 2026, buying an estimated $48.2K and bringing the position to 108,637 shares worth $7.18M. The position accounts for 0.13% of the portfolio, ranked #177.

Curi RMB Capital first reported a position in MO in Q2 2016 and has held it in 38 quarters since. The position peaked at $12.1M in Q1 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Curi RMB Capital held 108,637 shares of Altria Group worth $7.18M as of Q1 2026.
  • Curi RMB Capital bought 749 Altria Group shares in Q1 2026, an estimated $48.2K.
  • Altria Group made up 0.13% of Curi RMB Capital's portfolio in Q1 2026, its #177 holding.
  • Curi RMB Capital first reported a position in Altria Group in Q2 2016 and has held it in 38 quarters since.
  • Curi RMB Capital's Altria Group position peaked at $12.1M in Q1 2024.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.