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Gladstone Institutional Advisory’s Altria Group MO Stock Holding History

Gladstone Institutional Advisory’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 		$833K Buy
12,627
+263
+2% +$16.9K 0.03% 415
2025
Q4 		$713K Buy
12,364
+252
+2% +$15.2K 0.03% 427
2025
Q3 		$800K Buy
12,112
+528
+5% +$33.5K 0.03% 419
2025
Q2 		$679K Buy
11,584
+249
+2% +$14.6K 0.03% 422
2025
Q1 		$680K Sell
11,335
-318
-3% -$17.4K 0.03% 397
2024
Q4 		$609K Buy
11,653
+232
+2% +$12.4K 0.03% 421
2024
Q3 		$583K Buy
11,421
+999
+10% +$50.5K 0.03% 415
2024
Q2 		$475K Buy
10,422
+117
+1% +$5.19K 0.02% 435
2024
Q1 		$450K Sell
10,305
-4,423
-30% -$183K 0.02% 441
2023
Q4 		$594K Buy
14,728
+974
+7% +$40.3K 0.03% 379
2023
Q3 		$578K Buy
13,754
+23
+0.2% +$1.02K 0.04% 360
2023
Q2 		$622K Sell
13,731
-412
-3% -$18.7K 0.04% 362
2023
Q1 		$631K Sell
14,143
-1,176
-8% -$54.1K 0.04% 361
2022
Q4 		$700K Buy
15,319
+1,784
+13% +$80.8K 0.05% 340
2022
Q3 		$547K Buy
13,535
+1,035
+8% +$45.1K 0.04% 374
2022
Q2 		$522K Sell
12,500
-99
-0.8% -$5.13K 0.04% 403
2022
Q1 		$658K Buy
12,599
+694
+6% +$35.4K 0.04% 376
2021
Q4 		$564K Buy
11,905
+536
+5% +$24.6K 0.04% 357
2021
Q3 		$518K Buy
11,369
+1,680
+17% +$81.1K 0.05% 311
2021
Q2 		$462K Buy
9,689
+5,488
+131% +$270K 0.05% 311
2021
Q1 		$215K Buy
+4,201
New +$188K 0.03% 373
2019
Q4 		– Sell
-7,612
Closed -$311K – 280
2019
Q3 		$311K Sell
7,612
-1,743
-19% -$80.2K 0.08% 198
2019
Q2 		$443K Buy
9,355
+5,400
+137% +$283K 0.14% 156
2019
Q1 		$227K Buy
+3,955
New +$202K 0.08% 186

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

Gladstone Institutional Advisory's MO Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Altria Group (MO) stake by 2.1% in Q1 2026, buying an estimated $16.9K and bringing the position to 12,627 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #415.

Gladstone Institutional Advisory first reported a position in MO in Q1 2019 and has held it in 24 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Gladstone Institutional Advisory held 12,627 shares of Altria Group worth $833K as of Q1 2026.
  • Gladstone Institutional Advisory bought 263 Altria Group shares in Q1 2026, an estimated $16.9K.
  • Altria Group made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #415 holding.
  • Gladstone Institutional Advisory first reported a position in Altria Group in Q1 2019 and has held it in 24 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.