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Indie Asset Partners’s Altria Group MO Stock Holding History

Indie Asset Partners’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 		$225K Buy
+3,412
New +$220K 0.26% 77
2025
Q4 		– Sell
-4,236
Closed -$280K – 84
2025
Q3 		$280K Buy
4,236
+2
+0% +$127 0.37% 58
2025
Q2 		$248K Sell
4,234
-2,685
-39% -$158K 0.45% 53
2025
Q1 		$415K Sell
6,919
-142
-2% -$7.75K 0.36% 49
2024
Q4 		$369K Buy
7,061
+8
+0.1% +$426 0.29% 59
2024
Q3 		$360K Sell
7,053
-2,063
-23% -$104K 0.27% 62
2024
Q2 		$415K Sell
9,116
-18
-0.2% -$799 0.33% 49
2024
Q1 		$398K Buy
9,134
+40
+0.4% +$1.66K 0.35% 46
2023
Q4 		$367K Sell
9,094
-1,467
-14% -$60.7K 0.33% 44
2023
Q3 		$444K Sell
10,561
-91
-0.9% -$4.02K 0.45% 37
2023
Q2 		$483K Buy
10,652
+12
+0.1% +$544 0.52% 32
2023
Q1 		$475K Buy
10,640
+125
+1% +$5.75K 0.55% 34
2022
Q4 		$481K Hold
10,515
– – 0.53% 37
2022
Q3 		$425K Hold
10,515
– – 0.44% 40
2022
Q2 		$439K Buy
10,515
+50
+0.5% +$2.59K 0.39% 45
2022
Q1 		$547K Buy
10,465
+1,024
+11% +$52.2K 0.41% 42
2021
Q4 		$447K Buy
9,441
+43
+0.5% +$1.97K 0.32% 59
2021
Q3 		$428K Buy
9,398
+150
+2% +$7.24K 0.35% 64
2021
Q2 		$441K Sell
9,248
-1,742
-16% -$85.6K 0.36% 59
2021
Q1 		$562K Buy
10,990
+2,075
+23% +$93K 0.64% 37
2020
Q4 		$366K Buy
+8,915
New +$358K 0.43% 62

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

Indie Asset Partners's MO Position: Q1 2026 in Review

Indie Asset Partners opened a new position in Altria Group (MO) in Q1 2026: 3,412 shares worth $225K. The stake represents 0.26% of the portfolio and ranks #77 among its holdings. This is a return to the name: Indie Asset Partners previously reported a position in MO as recently as Q3 2025.

Indie Asset Partners first reported a position in MO in Q4 2020 and has held it in 21 quarters since. The position peaked at $562K in Q1 2021. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Indie Asset Partners held 3,412 shares of Altria Group worth $225K as of Q1 2026.
  • Altria Group was a new Indie Asset Partners position in Q1 2026.
  • Altria Group made up 0.26% of Indie Asset Partners's portfolio in Q1 2026, its #77 holding.
  • Indie Asset Partners first reported a position in Altria Group in Q4 2020 and has held it in 21 quarters since.
  • Indie Asset Partners's Altria Group position peaked at $562K in Q1 2021.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.