Empirical Finance’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.02M Sell
60,977
-87
-0.1% -$5.6K 0.19% 108
2025
Q4
$3.52M Sell
61,064
-1,806
-3% -$109K 0.17% 115
2025
Q3
$4.15M Buy
62,870
+690
+1% +$43.7K 0.2% 107
2025
Q2
$3.65M Sell
62,180
-4,697
-7% -$276K 0.19% 107
2025
Q1
$4.01M Buy
66,877
+1,075
+2% +$58.7K 0.24% 90
2024
Q4
$3.44M Buy
65,802
+11,019
+20% +$587K 0.2% 95
2024
Q3
$2.8M Buy
54,783
+2,003
+4% +$101K 0.16% 117
2024
Q2
$2.4M Buy
52,780
+10,515
+25% +$467K 0.15% 120
2024
Q1
$1.84M Buy
42,265
+2,150
+5% +$89.1K 0.11% 167
2023
Q4
$1.62M Buy
40,115
+1,015
+3% +$42K 0.11% 171
2023
Q3
$1.64M Buy
39,100
+6,063
+18% +$268K 0.12% 152
2023
Q2
$1.5M Buy
33,037
+13,064
+65% +$592K 0.12% 160
2023
Q1
$891K Sell
19,973
-1,613
-7% -$74.2K 0.08% 236
2022
Q4
$987K Buy
21,586
+225
+1% +$10.2K 0.1% 203
2022
Q3
$863K Hold
21,361
0.1% 189
2022
Q2
$892K Hold
21,361
0.11% 169
2022
Q1
$1.12M Buy
21,361
+138
+0.7% +$7.03K 0.13% 150
2021
Q4
$1.01M Buy
21,223
+8,986
+73% +$412K 0.12% 152
2021
Q3
$557K Sell
12,237
-12,557
-51% -$606K 0.08% 245
2021
Q2
$1.18M Sell
24,794
-6,227
-20% -$306K 0.19% 112
2021
Q1
$1.27M Hold
31,021
0.22% 115
2020
Q4
$1.27M Sell
31,021
-1,027
-3% -$41.2K 0.22% 115
2020
Q3
$1.24M Buy
32,048
+25,063
+359% +$1.04M 0.27% 100
2020
Q2
$274K Buy
6,985
+249
+4% +$9.71K 0.07% 209
2020
Q1
$260K Sell
6,736
-230
-3% -$10.2K 0.08% 177
2019
Q4
$348K Buy
+6,966
New +$329K 0.08% 162
2019
Q3
Sell
-4,319
Closed -$205K 168
2019
Q2
$205K Sell
4,319
-87
-2% -$4.56K 0.06% 153
2019
Q1
$253K Buy
+4,406
New +$225K 0.06% 152
2018
Q4
Sell
-3,711
Closed -$224K 161
2018
Q3
$224K Buy
+3,711
New +$220K 0.06% 143
2018
Q2
Sell
-4,406
Closed -$253K 176
2018
Q1
$253K Buy
+4,406
New +$292K 0.06% 152
2017
Q3
Sell
-3,440
Closed -$257K 156
2017
Q2
$257K Buy
+3,440
New +$252K 0.1% 106
2017
Q1
Sell
-875
Closed -$60K 384
2016
Q4
$60K Buy
+875
New +$56.3K 0.04% 105

Other funds holding MO

Empirical Finance's MO Position: Q1 2026 in Review

Empirical Finance reduced its Altria Group (MO) stake by 0.14% in Q1 2026, selling an estimated $5.6K and leaving 60,977 shares worth $4.02M. The position accounts for 0.19% of the portfolio, ranked #108.

Empirical Finance first reported a position in MO in Q4 2016 and has held it in 32 quarters since. The position peaked at $4.15M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Empirical Finance held 60,977 shares of Altria Group worth $4.02M as of Q1 2026.
  • Empirical Finance sold 87 Altria Group shares in Q1 2026, an estimated $5.6K.
  • Altria Group made up 0.19% of Empirical Finance's portfolio in Q1 2026, its #108 holding.
  • Empirical Finance first reported a position in Altria Group in Q4 2016 and has held it in 32 quarters since.
  • Empirical Finance's Altria Group position peaked at $4.15M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.