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Lavaca Capital’s Altria Group MO Stock Holding History

Lavaca 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
2023
Q2 		– Sell
-12,500
Closed -$563K – 169
2023
Q1 		$563K Buy
+12,500
New +$575K 0.12% 124
2022
Q4 		– Sell
-12,500
Closed -$505K – 179
2022
Q3 		$505K Buy
+12,500
New +$545K 0.18% 99

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

Lavaca Capital's MO Position: Q1 2026 in Review

Lavaca Capital increased its Altria Group (MO) stake by 641% in Q1 2026, buying an estimated $430K and bringing the position to 7,734 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #69.

Lavaca Capital first reported a position in MO in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.79M in Q1 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Lavaca Capital held 7,734 shares of Altria Group worth $510K as of Q1 2026.
  • Lavaca Capital bought 6,690 Altria Group shares in Q1 2026, an estimated $430K.
  • Altria Group made up 0.09% of Lavaca Capital's portfolio in Q1 2026, its #69 holding.
  • Lavaca Capital first reported a position in Altria Group in Q4 2018 and has held it in 26 quarters since.
  • Lavaca Capital's Altria Group position peaked at $5.79M in Q1 2019.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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