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Howe & Rusling’s Altria Group MO Stock Holding History

Howe & Rusling’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 		$597K Sell
9,050
-526
-5% -$33.8K 0.04% 165
2025
Q4 		$552K Sell
9,576
-614
-6% -$37.1K 0.04% 167
2025
Q3 		$673K Buy
10,190
+1,298
+15% +$82.2K 0.05% 156
2025
Q2 		$521K Sell
8,892
-569
-6% -$33.4K 0.04% 165
2025
Q1 		$568K Buy
9,461
+929
+11% +$50.7K 0.05% 148
2024
Q4 		$446K Sell
8,532
-740
-8% -$39.4K 0.04% 169
2024
Q3 		$473K Sell
9,272
-675
-7% -$34.1K 0.04% 166
2024
Q2 		$453K Sell
9,947
-933
-9% -$41.4K 0.04% 157
2024
Q1 		$475K Sell
10,880
-5,854
-35% -$243K 0.05% 155
2023
Q4 		$675K Sell
16,734
-101,338
-86% -$4.19M 0.07% 121
2023
Q3 		$4.96M Sell
118,072
-1,916
-2% -$84.7K 0.59% 60
2023
Q2 		$5.44M Buy
119,988
+2,322
+2% +$105K 0.61% 59
2023
Q1 		$5.25M Buy
117,666
+1,350
+1% +$62.1K 0.63% 55
2022
Q4 		$5.32M Sell
116,316
-85
-0.1% -$3.85K 0.67% 51
2022
Q3 		$4.7M Sell
116,401
-1,525
-1% -$66.5K 0.62% 54
2022
Q2 		$4.93M Buy
117,926
+8,128
+7% +$421K 0.62% 56
2022
Q1 		$5.74M Buy
109,798
+2,689
+3% +$137K 0.66% 53
2021
Q4 		$5.08M Sell
107,109
-204
-0.2% -$9.35K 0.6% 54
2021
Q3 		$4.88M Buy
107,313
+303
+0.3% +$14.6K 0.61% 56
2021
Q2 		$5.1M Sell
107,010
-118,012
-52% -$5.8M 0.64% 55
2021
Q1 		$11.5M Sell
225,022
-72,335
-24% -$3.24M 1.56% 16
2020
Q4 		$12.2M Sell
297,357
-19,026
-6% -$764K 1.85% 14
2020
Q3 		$12.2M Sell
316,383
-24,816
-7% -$1.03M 2.1% 9
2020
Q2 		$13.4M Sell
341,199
-60,695
-15% -$2.37M 2.47% 9
2020
Q1 		$15.5M Buy
401,894
+133,990
+50% +$5.95M 3.35% 6
2019
Q4 		$13.4M Sell
267,904
-12,374
-4% -$584K 2.21% 8
2019
Q3 		$11.5M Buy
280,278
+84,066
+43% +$3.87M 2.01% 10
2019
Q2 		$9.29M Sell
196,212
-33,907
-15% -$1.78M 1.61% 17
2019
Q1 		$13.2M Buy
230,119
+38,599
+20% +$1.97M 2.29% 9
2018
Q4 		$9.46M Sell
191,520
-143
-0.1% -$8.29K 2% 15
2018
Q3 		$11.6M Buy
191,663
+212
+0.1% +$12.6K 1.93% 15
2018
Q2 		$10.9M Buy
191,451
+33,395
+21% +$1.93M 1.97% 15
2018
Q1 		$9.85M Buy
158,056
+10,723
+7% +$710K 1.78% 15
2017
Q4 		$10.5M Sell
147,333
-5,309
-3% -$356K 1.91% 12
2017
Q3 		$9.68M Sell
152,642
-5,275
-3% -$352K 1.79% 14
2017
Q2 		$11.8M Sell
157,917
-2,169
-1% -$159K 2.39% 6
2017
Q1 		$11.4M Buy
160,086
+2,576
+2% +$186K 2.29% 6
2016
Q4 		$10.7M Buy
157,510
+7,280
+5% +$469K 2.34% 7
2016
Q3 		$9.5M Buy
150,230
+3,129
+2% +$208K 2.05% 8
2016
Q2 		$10.1M Buy
147,101
+13,747
+10% +$880K 2.23% 7
2016
Q1 		$8.36M Buy
133,354
+1,170
+0.9% +$70.7K 1.88% 5
2015
Q4 		$7.69M Buy
132,184
+3,041
+2% +$176K 1.77% 8
2015
Q3 		$7.03M Buy
129,143
+8,298
+7% +$445K 1.74% 9
2015
Q2 		$5.91M Sell
120,845
-1,529
-1% -$77.5K 1.29% 27
2015
Q1 		$6.12M Buy
122,374
+4,683
+4% +$249K 1.37% 24
2014
Q4 		$5.8M Sell
117,691
-3,001
-2% -$146K 1.39% 30
2014
Q3 		$5.54M Buy
120,692
+4,371
+4% +$187K 1.29% 31
2014
Q2 		$4.88M Buy
116,321
+6,208
+6% +$250K 1.1% 35
2014
Q1 		$4.12M Sell
110,113
-2,815
-2% -$102K 1.01% 38
2013
Q4 		$4.33M Buy
112,928
+12,479
+12% +$461K 1.09% 35
2013
Q3 		$3.49M Sell
100,449
-8,121
-7% -$286K 1.27% 21
2013
Q2 		$3.8M Buy
+108,570
New +$3.9M 1.06% 35

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

Howe & Rusling's MO Position: Q1 2026 in Review

Howe & Rusling reduced its Altria Group (MO) stake by 5.5% in Q1 2026, selling an estimated $33.8K and leaving 9,050 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #165.

Howe & Rusling first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q1 2020. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Howe & Rusling held 9,050 shares of Altria Group worth $597K as of Q1 2026.
  • Howe & Rusling sold 526 Altria Group shares in Q1 2026, an estimated $33.8K.
  • Altria Group made up 0.04% of Howe & Rusling's portfolio in Q1 2026, its #165 holding.
  • Howe & Rusling first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's Altria Group position peaked at $15.5M in Q1 2020.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.