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Del-Sette Capital Management’s Altria Group MO Stock Holding History

Del-Sette Capital 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 		– Sell
-49,739
Closed -$2.87M – 51
2025
Q4 		$2.87M Buy
49,739
+2,520
+5% +$152K 1.77% 22
2025
Q3 		$3.12M Buy
+47,219
New +$2.99M 1.94% 22

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

Del-Sette Capital Management's MO Position: Q1 2026 in Review

Del-Sette Capital Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 49,739 shares — an estimated $2.87M sold.

Del-Sette Capital Management first reported a position in MO in Q3 2025 and held it in 2 quarters. The position peaked at $3.12M in Q3 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Del-Sette Capital Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Del-Sette Capital Management sold 49,739 Altria Group shares in Q1 2026, an estimated $2.87M.
  • Del-Sette Capital Management first reported a position in Altria Group in Q3 2025 and held it in 2 quarters.
  • Del-Sette Capital Management's Altria Group position peaked at $3.12M in Q3 2025.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.