InceptionR’s Altria Group MO Stock Holding History

InceptionR’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	$1.39M	Sell	21,076 -5,441	-21%	-$350K	0.33%	68
2025 Q4	$1.53M	Buy	26,517 +11,962	+82%	+$722K	0.42%	26
2025 Q3	$962K	Sell	14,555 -12,742	-47%	-$807K	0.23%	135
2025 Q2	$1.6M	Buy	27,297 +22,692	+493%	+$1.33M	0.37%	53
2025 Q1	$276K	Sell	4,605 -28,174	-86%	-$1.54M	0.08%	397
2024 Q4	$1.71M	Buy	+32,779	New	+$1.75M	0.38%	53
2024 Q1	–	Sell	-10,521	Closed	-$424K	–	666
2023 Q4	$424K	Sell	10,521 -13,767	-57%	-$569K	0.3%	135
2023 Q3	$1.02M	Buy	24,288 +6,594	+37%	+$291K	0.58%	17
2023 Q2	$802K	Sell	17,694 -14,551	-45%	-$659K	0.43%	57
2023 Q1	$1.44M	Buy	+32,245	New	+$1.48M	0.46%	46

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

InceptionR's MO Position: Q1 2026 in Review

InceptionR reduced its Altria Group (MO) stake by 21% in Q1 2026, selling an estimated $350K and leaving 21,076 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #68.

InceptionR first reported a position in MO in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2024. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

InceptionR held 21,076 shares of Altria Group worth $1.39M as of Q1 2026.
InceptionR sold 5,441 Altria Group shares in Q1 2026, an estimated $350K.
Altria Group made up 0.33% of InceptionR's portfolio in Q1 2026, its #68 holding.
InceptionR first reported a position in Altria Group in Q1 2023 and has held it in 10 quarters since.
InceptionR's Altria Group position peaked at $1.71M in Q4 2024.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.