DZ Bank’s Altria Group MO Stock Holding History

DZ Bank’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
2017 Q2	–	Sell	-50,000	Closed	-$3.39M	–	980
2017 Q1	$3.39M	Buy	+50,000	New	+$3.62M	0.02%	408

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

DZ Bank's MO Position: Q1 2026 in Review

DZ Bank increased its Altria Group (MO) stake by 93% in Q1 2026, buying an estimated $2.24M and bringing the position to 72,093 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #513.

DZ Bank first reported a position in MO in Q4 2016 and has held it in 38 quarters since. The position peaked at $152M in Q4 2016. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

DZ Bank held 72,093 shares of Altria Group worth $4.76M as of Q1 2026.
DZ Bank bought 34,747 Altria Group shares in Q1 2026, an estimated $2.24M.
Altria Group made up ﹤0.01% of DZ Bank's portfolio in Q1 2026, its #513 holding.
DZ Bank first reported a position in Altria Group in Q4 2016 and has held it in 38 quarters since.
DZ Bank's Altria Group position peaked at $152M in Q4 2016.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.