IC
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IEQ Capital’s Altria Group MO Stock Holding History

IEQ Capital’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 		$1.09M Sell
16,512
-136,177
-89% -$8.76M 0.01% 1004
2025
Q4 		$8.8M Sell
152,689
-41,688
-21% -$2.52M 0.03% 377
2025
Q3 		$12.8M Buy
194,377
+178,341
+1,112% +$11.3M 0.04% 269
2025
Q2 		$940K Sell
16,036
-11,714
-42% -$688K 0.01% 880
2025
Q1 		$1.67M Sell
27,750
-19,847
-42% -$1.08M 0.01% 626
2024
Q4 		$2.49M Sell
47,597
-27,608
-37% -$1.47M 0.02% 446
2024
Q3 		$3.84M Buy
75,205
+9,459
+14% +$478K 0.05% 232
2024
Q2 		$2.99M Buy
65,746
+4,364
+7% +$194K 0.04% 257
2024
Q1 		$2.68M Buy
61,382
+9,333
+18% +$387K 0.04% 269
2023
Q4 		$2.1M Buy
52,049
+7,602
+17% +$314K 0.03% 283
2023
Q3 		$1.87M Sell
44,447
-1,538
-3% -$68K 0.04% 276
2023
Q2 		$2.08M Sell
45,985
-12,291
-21% -$557K 0.04% 264
2023
Q1 		$2.6M Buy
58,276
+17,670
+44% +$812K 0.06% 212
2022
Q4 		$1.86M Buy
40,606
+4,121
+11% +$187K 0.05% 252
2022
Q3 		$1.47M Buy
36,485
+17,444
+92% +$761K 0.04% 283
2022
Q2 		$795K Sell
19,041
-11,730
-38% -$607K 0.02% 352
2022
Q1 		$1.61M Buy
30,771
+10,057
+49% +$512K 0.04% 243
2021
Q4 		$982K Sell
20,714
-8,646
-29% -$396K 0.02% 312
2021
Q3 		$1.34M Buy
29,360
+11,019
+60% +$532K 0.04% 242
2021
Q2 		$874K Buy
18,341
+6,048
+49% +$297K 0.03% 276
2021
Q1 		$629K Buy
12,293
+1,734
+16% +$77.7K 0.03% 250
2020
Q4 		$433K Buy
10,559
+1,129
+12% +$45.3K 0.02% 196
2020
Q3 		$364K Buy
9,430
+4,238
+82% +$176K 0.02% 274
2020
Q2 		$204K Sell
5,192
-4,031
-44% -$157K 0.01% 294
2020
Q1 		$357K Sell
9,223
-4,100
-31% -$182K 0.03% 251
2019
Q4 		$665K Buy
+13,323
New +$628K 0.06% 190

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

IEQ Capital's MO Position: Q1 2026 in Review

IEQ Capital reduced its Altria Group (MO) stake by 89% in Q1 2026, selling an estimated $8.76M and leaving 16,512 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1004.

IEQ Capital first reported a position in MO in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.8M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • IEQ Capital held 16,512 shares of Altria Group worth $1.09M as of Q1 2026.
  • IEQ Capital sold 136,177 Altria Group shares in Q1 2026, an estimated $8.76M.
  • Altria Group made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #1004 holding.
  • IEQ Capital first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Altria Group position peaked at $12.8M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.