Holocene Advisors
MO icon

Holocene Advisors’s Altria Group MO Stock Holding History

Holocene 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 		$14.1M Buy
+214,092
New +$13.8M 0.03% 297
2025
Q4 		– Sell
-210,529
Closed -$13.9M – 834
2025
Q3 		$13.9M Buy
+210,529
New +$13.3M 0.03% 281
2023
Q4 		– Sell
-227,425
Closed -$9.56M – 783
2023
Q3 		$9.56M Buy
227,425
+30,019
+15% +$1.33M 0.04% 274
2023
Q2 		$8.94M Buy
197,406
+32,390
+20% +$1.47M 0.04% 275
2023
Q1 		$7.36M Buy
165,016
+102,423
+164% +$4.71M 0.04% 265
2022
Q4 		$2.86M Sell
62,593
-126,868
-67% -$5.75M 0.02% 367
2022
Q3 		$7.65M Buy
+189,461
New +$8.26M 0.05% 229
2022
Q2 		– Sell
-31,420
Closed -$1.64M – 931
2022
Q1 		$1.64M Sell
31,420
-58,597
-65% -$2.98M 0.01% 582
2021
Q4 		$4.27M Sell
90,017
-33,525
-27% -$1.54M 0.02% 358
2021
Q3 		$5.62M Buy
123,542
+65,295
+112% +$3.15M 0.03% 312
2021
Q2 		$2.78M Sell
58,247
-63,122
-52% -$3.1M 0.02% 485
2021
Q1 		$6.21M Buy
121,369
+16,645
+16% +$746K 0.04% 339
2020
Q4 		$4.29M Sell
104,724
-1,289
-1% -$51.8K 0.03% 295
2020
Q3 		$4.1M Buy
106,013
+9,633
+10% +$401K 0.03% 256
2020
Q2 		$3.78M Buy
+96,380
New +$3.76M 0.03% 237
2020
Q1 		– Sell
-126,890
Closed -$6.33M – 764
2019
Q4 		$6.33M Buy
126,890
+13,796
+12% +$651K 0.06% 171
2019
Q3 		$4.63M Buy
113,094
+104,838
+1,270% +$4.82M 0.05% 153
2019
Q2 		$391K Sell
8,256
-7,968
-49% -$417K 0.01% 520
2019
Q1 		$932K Sell
16,224
-7,349
-31% -$376K 0.01% 267
2018
Q4 		$1.16M Buy
+23,573
New +$1.37M 0.02% 236
2018
Q3 		– Sell
-9,349
Closed -$531K – 779
2018
Q2 		$531K Buy
+9,349
New +$539K 0.01% 126
2018
Q1 		– Sell
-3,364
Closed -$240K – 659
2017
Q4 		$240K Buy
+3,364
New +$225K 0.01% 586

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

Holocene Advisors's MO Position: Q1 2026 in Review

Holocene Advisors opened a new position in Altria Group (MO) in Q1 2026: 214,092 shares worth $14.1M. The stake represents 0.03% of the portfolio and ranks #297 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in MO as recently as Q3 2025.

Holocene Advisors first reported a position in MO in Q4 2017 and has held it in 22 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Holocene Advisors held 214,092 shares of Altria Group worth $14.1M as of Q1 2026.
  • Altria Group was a new Holocene Advisors position in Q1 2026.
  • Altria Group made up 0.03% of Holocene Advisors's portfolio in Q1 2026, its #297 holding.
  • Holocene Advisors first reported a position in Altria Group in Q4 2017 and has held it in 22 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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