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Herold Advisors’s Altria Group MO Stock Holding History

Herold 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 		$645K Buy
9,779
+94
+1% +$6.05K 0.14% 150
2025
Q4 		$558K Sell
9,685
-2,057
-18% -$124K 0.12% 161
2025
Q3 		$776K Sell
11,742
-361
-3% -$22.9K 0.18% 131
2025
Q2 		$710K Buy
12,103
+435
+4% +$25.5K 0.15% 150
2025
Q1 		$700K Buy
11,668
+159
+1% +$8.68K 0.15% 150
2024
Q4 		$602K Buy
11,509
+142
+1% +$7.56K 0.13% 168
2024
Q3 		$580K Buy
11,367
+171
+2% +$8.64K 0.13% 177
2024
Q2 		$510K Buy
11,196
+125
+1% +$5.55K 0.12% 176
2024
Q1 		$483K Sell
11,071
-292
-3% -$12.1K 0.12% 183
2023
Q4 		$458K Sell
11,363
-2,135
-16% -$88.3K 0.13% 167
2023
Q3 		$568K Buy
13,498
+5,241
+63% +$232K 0.17% 144
2023
Q2 		$374K Sell
8,257
-201
-2% -$9.1K 0.11% 179
2023
Q1 		$377K Buy
8,458
+430
+5% +$19.8K 0.13% 160
2022
Q4 		$367K Buy
8,028
+1,273
+19% +$57.7K 0.16% 139
2022
Q3 		$272K Hold
6,755
– – 0.13% 155
2022
Q2 		$282K Hold
6,755
– – 0.13% 161
2022
Q1 		$353K Buy
6,755
+1,510
+29% +$76.9K 0.13% 148
2021
Q4 		$248K Hold
5,245
– – 0.1% 178
2021
Q3 		$238K Buy
+5,245
New +$253K 0.09% 177

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

Herold Advisors's MO Position: Q1 2026 in Review

Herold Advisors increased its Altria Group (MO) stake by 0.97% in Q1 2026, buying an estimated $6.05K and bringing the position to 9,779 shares worth $645K. The position accounts for 0.14% of the portfolio, ranked #150.

Herold Advisors first reported a position in MO in Q3 2021 and has held it in 19 quarters since. The position peaked at $776K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Herold Advisors held 9,779 shares of Altria Group worth $645K as of Q1 2026.
  • Herold Advisors bought 94 Altria Group shares in Q1 2026, an estimated $6.05K.
  • Altria Group made up 0.14% of Herold Advisors's portfolio in Q1 2026, its #150 holding.
  • Herold Advisors first reported a position in Altria Group in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Altria Group position peaked at $776K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.