Lido Advisors
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Lido Advisors’s Altria Group MO Stock Holding History

Lido Advisors’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
2024
Q4 		– Sell
-183,700
Closed -$9.38M – 1562
2024
Q3 		$9.38M Hold
183,700
– – 0.05% 212
2024
Q2 		$8.37M Sell
183,700
-31,400
-15% -$1.39M 0.05% 206
2024
Q1 		$9.38M Sell
215,100
-2,500
-1% -$104K 0.06% 182
2023
Q4 		$8.78M Hold
217,600
– – 0.06% 182
2023
Q3 		$9.15M Buy
217,600
+28,000
+15% +$1.24M 0.07% 152
2023
Q2 		$8.59M Buy
189,600
+3,400
+2% +$154K 0.06% 160
2023
Q1 		$8.31M Hold
186,200
– – 0.08% 148
2022
Q4 		$8.51M Sell
186,200
-100
-0.1% -$4.53K 0.1% 110
2022
Q3 		$7.52M Hold
186,300
– – 0.09% 107
2022
Q2 		$7.78M Buy
186,300
+175,500
+1,625% +$9.09M 0.1% 99
2022
Q1 		$564K Sell
10,800
-300
-3% -$15.3K 0.01% 568
2021
Q4 		$526K Hold
11,100
– – 0.01% 598
2021
Q3 		$505K Hold
11,100
– – 0.01% 594
2021
Q2 		$529K Hold
11,100
– – 0.01% 529
2021
Q1 		$567K Hold
11,100
– – 0.01% 476
2020
Q4 		$455K Hold
11,100
– – 0.01% 505
2020
Q3 		$428K Hold
11,100
– – 0.01% 407
2020
Q2 		$435K Hold
11,100
– – 0.01% 371
2020
Q1 		$429K Sell
11,100
-4,000
-26% -$178K 0.02% 351
2019
Q4 		$753K Sell
15,100
-5,800
-28% -$274K 0.03% 308
2019
Q3 		$854K Sell
20,900
-4,500
-18% -$207K 0.04% 244
2019
Q2 		$1.2M Hold
25,400
– – 0.07% 155
2019
Q1 		$1.46M Buy
+25,400
New +$1.3M 0.09% 132

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

Lido Advisors's MO Position: Q1 2026 in Review

Lido Advisors reduced its Altria Group (MO) stake by 53% in Q1 2026, selling an estimated $23.3M and leaving 324,037 shares worth $21.7M. The position accounts for 0.07% of the portfolio, ranked #189.

Lido Advisors first reported a position in MO in Q1 2016 and has held it in 41 quarters since. The position peaked at $65.3M in Q4 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Lido Advisors held 324,037 shares of Altria Group worth $21.7M as of Q1 2026.
  • Lido Advisors sold 361,363 Altria Group shares in Q1 2026, an estimated $23.3M.
  • Altria Group made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #189 holding.
  • Lido Advisors first reported a position in Altria Group in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Altria Group position peaked at $65.3M in Q4 2019.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.