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Edgemoor Investment Advisors’s Altria Group MO Stock Holding History

Edgemoor Investment 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 		$383K Buy
5,809
+183
+3% +$11.8K 0.03% 132
2025
Q4 		$324K Hold
5,626
– – 0.03% 140
2025
Q3 		$372K Hold
5,626
– – 0.03% 143
2025
Q2 		$330K Hold
5,626
– – 0.03% 136
2025
Q1 		$338K Hold
5,626
– – 0.03% 130
2024
Q4 		$294K Hold
5,626
– – 0.03% 137
2024
Q3 		$287K Hold
5,626
– – 0.03% 139
2024
Q2 		$256K Sell
5,626
-151
-3% -$6.7K 0.02% 141
2024
Q1 		$252K Buy
5,777
+41
+0.7% +$1.7K 0.02% 147
2023
Q4 		$231K Sell
5,736
-569
-9% -$23.5K 0.02% 150
2023
Q3 		$265K Hold
6,305
– – 0.03% 137
2023
Q2 		$286K Sell
6,305
-298
-5% -$13.5K 0.03% 131
2023
Q1 		$295K Buy
6,603
+3
+0% +$138 0.04% 128
2022
Q4 		$302K Buy
6,600
+3
+0% +$136 0.04% 135
2022
Q3 		$266K Buy
6,597
+3
+0% +$131 0.04% 121
2022
Q2 		$275K Buy
6,594
+89
+1% +$4.61K 0.03% 130
2022
Q1 		$340K Sell
6,505
-1,191
-15% -$60.7K 0.04% 127
2021
Q4 		$365K Buy
7,696
+2,460
+47% +$113K 0.04% 113
2021
Q3 		$238K Hold
5,236
– – 0.03% 121
2021
Q2 		$250K Hold
5,236
– – 0.02% 125
2021
Q1 		$268K Hold
5,236
– – 0.03% 114
2020
Q4 		$215K Sell
5,236
-600
-10% -$24.1K 0.02% 124
2020
Q3 		$226K Buy
+5,836
New +$243K 0.03% 116

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

Edgemoor Investment Advisors's MO Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Altria Group (MO) stake by 3.3% in Q1 2026, buying an estimated $11.8K and bringing the position to 5,809 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #132.

Edgemoor Investment Advisors first reported a position in MO in Q3 2020 and has held it in 23 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Edgemoor Investment Advisors held 5,809 shares of Altria Group worth $383K as of Q1 2026.
  • Edgemoor Investment Advisors bought 183 Altria Group shares in Q1 2026, an estimated $11.8K.
  • Altria Group made up 0.03% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Edgemoor Investment Advisors first reported a position in Altria Group in Q3 2020 and has held it in 23 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.