Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Altria Group MO Stock Holding History

Kovitz Investment Group 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 		$4.8M Sell
72,676
-486
-0.7% -$31.3K 0.11% 135
2025
Q4 		$4.22M Sell
73,162
-22,179
-23% -$1.34M 0.09% 156
2025
Q3 		$6.33M Sell
95,341
-10,319
-10% -$654K 0.02% 418
2025
Q2 		$6.24M Buy
105,660
+2,747
+3% +$161K 0.03% 406
2025
Q1 		$6.18M Sell
102,913
-1,055
-1% -$57.6K 0.03% 364
2024
Q4 		$5.44M Buy
103,968
+2,998
+3% +$160K 0.03% 382
2024
Q3 		$3.2M Buy
100,970
+34,573
+52% +$1.75M 0.02% 417
2024
Q2 		$3.03M Buy
66,397
+56,855
+596% +$2.52M 0.03% 366
2024
Q1 		$416K Buy
+9,542
New +$396K 0.01% 535
2023
Q2 		– Sell
-5,328
Closed -$238K – 429
2023
Q1 		$238K Sell
5,328
-1,335
-20% -$61.4K ﹤0.01% 391
2022
Q4 		$305K Buy
6,663
+42
+0.6% +$1.9K 0.01% 358
2022
Q3 		$267K Buy
6,621
+503
+8% +$21.9K 0.01% 367
2022
Q2 		$256K Sell
6,118
-3,030
-33% -$157K 0.01% 376
2022
Q1 		$478K Buy
9,148
+3,249
+55% +$165K 0.01% 346
2021
Q4 		$242K Sell
5,899
-3,554
-38% -$163K 0.01% 386
2021
Q3 		$430K Sell
9,453
-2,238
-19% -$108K 0.01% 366
2021
Q2 		$557K Buy
11,691
+2,490
+27% +$122K 0.01% 356
2021
Q1 		$471K Buy
9,201
+3,302
+56% +$148K 0.01% 342
2020
Q4 		$242K Sell
5,899
-111
-2% -$4.46K 0.01% 390
2020
Q3 		$232K Sell
6,010
-435
-7% -$18.1K 0.01% 377
2020
Q2 		$253K Buy
+6,445
New +$251K 0.01% 351

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's MO Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Altria Group (MO) stake by 0.66% in Q1 2026, selling an estimated $31.3K and leaving 72,676 shares worth $4.8M. The position accounts for 0.11% of the portfolio, ranked #135.

Kovitz Investment Group Partners first reported a position in MO in Q2 2020 and has held it in 21 quarters since. The position peaked at $6.33M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Kovitz Investment Group Partners held 72,676 shares of Altria Group worth $4.8M as of Q1 2026.
  • Kovitz Investment Group Partners sold 486 Altria Group shares in Q1 2026, an estimated $31.3K.
  • Altria Group made up 0.11% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #135 holding.
  • Kovitz Investment Group Partners first reported a position in Altria Group in Q2 2020 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's Altria Group position peaked at $6.33M in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.