EH
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Equitable Holdings’s Altria Group MO Stock Holding History

Equitable Holdings’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 		$11M Buy
184,141
+66,330
+56% +$4.27M 0.07% 267
2025
Q4 		$6.79M Buy
117,811
+6,729
+6% +$406K 0.05% 301
2025
Q3 		$7.34M Buy
111,082
+7,855
+8% +$498K 0.05% 265
2025
Q2 		$6.05M Buy
103,227
+1,531
+2% +$89.9K 0.05% 284
2025
Q1 		$6.1M Buy
101,696
+4,911
+5% +$268K 0.06% 260
2024
Q4 		$5.06M Buy
96,785
+15
+0% +$799 0.05% 280
2024
Q3 		$4.94M Sell
96,770
-26,841
-22% -$1.36M 0.05% 283
2024
Q2 		$5.63M Buy
123,611
+2,705
+2% +$120K 0.06% 241
2024
Q1 		$5.27M Sell
120,906
-7,484
-6% -$310K 0.06% 230
2023
Q4 		$5.18M Buy
128,390
+20,106
+19% +$831K 0.06% 218
2023
Q3 		$4.55M Buy
108,284
+4,692
+5% +$207K 0.07% 212
2023
Q2 		$4.69M Buy
103,592
+7,923
+8% +$359K 0.07% 202
2023
Q1 		$4.27M Buy
95,669
+18,878
+25% +$868K 0.07% 196
2022
Q4 		$3.51M Sell
76,791
-13
-0% -$589 0.06% 204
2022
Q3 		$3.1M Buy
76,804
+1,618
+2% +$70.6K 0.06% 203
2022
Q2 		$3.14M Buy
75,186
+4,490
+6% +$232K 0.06% 199
2022
Q1 		$3.69M Buy
70,696
+5,647
+9% +$288K 0.06% 196
2021
Q4 		$3.08M Sell
65,049
-1,811
-3% -$83K 0.05% 220
2021
Q3 		$3.04M Buy
66,860
+542
+0.8% +$26.2K 0.05% 207
2021
Q2 		$3.16M Buy
66,318
+5,045
+8% +$248K 0.05% 192
2021
Q1 		$3.13M Sell
61,273
-5,550
-8% -$249K 0.07% 177
2020
Q4 		$2.74M Sell
66,823
-7,983
-11% -$321K 0.06% 187
2020
Q3 		$2.89M Sell
74,806
-10,058
-12% -$419K 0.07% 158
2020
Q2 		$3.33M Buy
84,864
+9,063
+12% +$354K 0.1% 132
2020
Q1 		$2.93M Sell
75,801
-8,750
-10% -$388K 0.11% 121
2019
Q4 		$4.22M Buy
+84,551
New +$3.99M 0.12% 110

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

Equitable Holdings's MO Position: Q1 2026 in Review

Equitable Holdings increased its Altria Group (MO) stake by 56% in Q1 2026, buying an estimated $4.27M and bringing the position to 184,141 shares worth $11M. The position accounts for 0.07% of the portfolio, ranked #267.

Equitable Holdings first reported a position in MO in Q4 2019 and has held it in 26 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Equitable Holdings held 184,141 shares of Altria Group worth $11M as of Q1 2026.
  • Equitable Holdings bought 66,330 Altria Group shares in Q1 2026, an estimated $4.27M.
  • Altria Group made up 0.07% of Equitable Holdings's portfolio in Q1 2026, its #267 holding.
  • Equitable Holdings first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.