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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
2023
Q1 		– Sell
-13,500
Closed -$617K – 131
2022
Q4 		$617K Buy
+13,500
New +$612K 0.43% 64

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dudley Capital Management's MO Position: Q2 2026 in Review

Dudley Capital Management increased its Altria Group (MO) stake by 0.1% in Q2 2026, buying an estimated $1.33K and bringing the position to 18,218 shares worth $1.31M. The position accounts for 0.52% of the portfolio, ranked #51.

Dudley Capital Management first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q2 2023. 1,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dudley Capital Management held 18,218 shares of Altria Group worth $1.31M as of Q2 2026.
  • Dudley Capital Management bought 19 Altria Group shares in Q2 2026, an estimated $1.33K.
  • Altria Group made up 0.52% of Dudley Capital Management's portfolio in Q2 2026, its #51 holding.
  • Dudley Capital Management first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • Dudley Capital Management's Altria Group position peaked at $1.41M in Q2 2023.
  • 1,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.