Dudley Capital Management’s Altria Group MO Stock Holding History

Dudley 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	$1.2M	Buy	18,199 +23	+0.1%	+$1.48K	0.53%	51
2025 Q4	$1.05M	Sell	18,176 -614	-3%	-$37.1K	0.46%	54
2025 Q3	$1.24M	Buy	18,790 +20	+0.1%	+$1.27K	0.56%	43
2025 Q2	$1.1M	Buy	18,770 +420	+2%	+$24.7K	0.55%	46
2025 Q1	$1.1M	Sell	18,350 -378	-2%	-$20.6K	0.59%	47
2024 Q4	$979K	Buy	18,728 +23	+0.1%	+$1.23K	0.5%	51
2024 Q3	$955K	Buy	18,705 +22	+0.1%	+$1.11K	0.5%	55
2024 Q2	$851K	Sell	18,683 -2,835	-13%	-$126K	0.48%	55
2024 Q1	$930K	Sell	21,518 -9,942	-32%	-$412K	0.54%	51
2023 Q4	$1.27M	Sell	31,460 -52	-0.2%	-$2.15K	0.81%	38
2023 Q3	$1.33M	Buy	31,512 +455	+1%	+$20.1K	0.93%	33
2023 Q2	$1.41M	Buy	31,057 +353	+1%	+$16K	0.95%	33
2023 Q1	$1.37M	Buy	30,704 +90	+0.3%	+$4.14K	0.96%	34
2022 Q4	$1.4M	Buy	+30,614	New	+$1.39M	1.03%	32

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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 $431B AUM 30.22% 1-Year Est. Return