Denali Advisors’s Altria Group MO Stock Holding History

Denali Advisors’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	$7.73M	Buy	117,199 +2,768	+2%	+$178K	0.86%	31
2025 Q4	$6.6M	Sell	114,431 -1,812	-2%	-$109K	0.73%	42
2025 Q3	$7.68M	Sell	116,243 -21,719	-16%	-$1.38M	0.87%	22
2025 Q2	$8.09M	Buy	137,962 +14,723	+12%	+$865K	0.84%	22
2025 Q1	$7.4M	Buy	123,239 +49,629	+67%	+$2.71M	0.84%	21
2024 Q4	$3.85M	Buy	+73,610	New	+$3.92M	0.4%	88
2020 Q1	–	Sell	-47,200	Closed	-$2.36M	–	352
2019 Q4	$2.36M	Sell	47,200 -41,300	-47%	-$1.95M	0.33%	78
2019 Q3	$3.62M	Buy	88,500 +12,700	+17%	+$584K	0.51%	62
2019 Q2	$3.59M	Buy	75,800 +9,900	+15%	+$518K	0.54%	59
2019 Q1	$3.79M	Sell	65,900 -11,800	-15%	-$603K	0.61%	54
2018 Q4	$3.84M	Buy	77,700 +6,400	+9%	+$371K	0.64%	49
2018 Q3	$4.3M	Buy	+71,300	New	+$4.23M	0.63%	50

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Denali Advisors's MO Position: Q1 2026 in Review

Denali Advisors increased its Altria Group (MO) stake by 2.4% in Q1 2026, buying an estimated $178K and bringing the position to 117,199 shares worth $7.73M. The position accounts for 0.86% of the portfolio, ranked #31.

Denali Advisors first reported a position in MO in Q3 2018 and has held it in 12 quarters since. The position peaked at $8.09M in Q2 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Denali Advisors held 117,199 shares of Altria Group worth $7.73M as of Q1 2026.
Denali Advisors bought 2,768 Altria Group shares in Q1 2026, an estimated $178K.
Altria Group made up 0.86% of Denali Advisors's portfolio in Q1 2026, its #31 holding.
Denali Advisors first reported a position in Altria Group in Q3 2018 and has held it in 12 quarters since.
Denali Advisors's Altria Group position peaked at $8.09M in Q2 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.