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Disciplined Investors’s Altria Group MO Stock Holding History

Disciplined Investors’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 		$1.14M Buy
+17,202
New +$1.11M 0.68% 44

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

Disciplined Investors's MO Position: Q1 2026 in Review

Disciplined Investors opened a new position in Altria Group (MO) in Q1 2026: 17,202 shares worth $1.14M. The stake represents 0.68% of the portfolio and ranks #44 among its holdings.

2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Disciplined Investors held 17,202 shares of Altria Group worth $1.14M as of Q1 2026.
  • Altria Group was a new Disciplined Investors position in Q1 2026.
  • Altria Group made up 0.68% of Disciplined Investors's portfolio in Q1 2026, its #44 holding.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.