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Magnolia Capital Advisors’s Altria Group MO Stock Holding History

Magnolia Capital 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
2026
Q1 		$992K Buy
15,029
+808
+6% +$52K 0.2% 134
2025
Q4 		$820K Sell
14,221
-989
-7% -$59.7K 0.17% 137
2025
Q3 		$1M Buy
15,210
+302
+2% +$19.1K 0.26% 101
2025
Q2 		$874K Buy
14,908
+1,001
+7% +$58.8K 0.22% 116
2025
Q1 		$835K Sell
13,907
-45
-0.3% -$2.46K 0.23% 111
2024
Q4 		$730K Buy
+13,952
New +$743K 0.19% 124
2024
Q2 		– Sell
-13,258
Closed -$558K – 142
2024
Q1 		$558K Sell
13,258
-344
-3% -$14.3K 0.47% 59
2023
Q4 		$550K Sell
13,602
-2,652
-16% -$110K 0.4% 65
2023
Q3 		$654K Buy
16,254
+268
+2% +$11.8K 0.63% 36
2023
Q2 		$724K Buy
15,986
+602
+4% +$27.3K 0.36% 67
2023
Q1 		$686K Sell
15,384
-47
-0.3% -$2.16K 0.35% 70
2022
Q4 		$705K Buy
15,431
+3,709
+32% +$168K 0.47% 64
2022
Q3 		$473K Sell
11,722
-234
-2% -$10.2K 0.4% 74
2022
Q2 		$499K Sell
11,956
-760
-6% -$39.4K 0.45% 70
2022
Q1 		$664K Buy
12,716
+1,236
+11% +$63K 0.26% 90
2021
Q4 		$544K Buy
11,480
+702
+7% +$32.2K 0.16% 112
2021
Q3 		$490K Buy
10,778
+985
+10% +$47.6K 0.17% 111
2021
Q2 		$467K Buy
+9,793
New +$481K 0.21% 87
2021
Q1 		– Sell
-10,448
Closed -$428K – 106
2020
Q4 		$428K Buy
10,448
+362
+4% +$14.5K 0.28% 57
2020
Q3 		$390K Sell
10,086
-575
-5% -$23.9K 0.31% 49
2020
Q2 		$418K Sell
10,661
-24
-0.2% -$936 0.54% 36
2020
Q1 		$413K Sell
10,685
-282
-3% -$12.5K 0.8% 32
2019
Q4 		$547K Buy
+10,967
New +$517K 0.52% 34

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

Magnolia Capital Advisors's MO Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Altria Group (MO) stake by 5.7% in Q1 2026, buying an estimated $52K and bringing the position to 15,029 shares worth $992K. The position accounts for 0.2% of the portfolio, ranked #134.

Magnolia Capital Advisors first reported a position in MO in Q4 2019 and has held it in 23 quarters since. The position peaked at $1M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Magnolia Capital Advisors held 15,029 shares of Altria Group worth $992K as of Q1 2026.
  • Magnolia Capital Advisors bought 808 Altria Group shares in Q1 2026, an estimated $52K.
  • Altria Group made up 0.2% of Magnolia Capital Advisors's portfolio in Q1 2026, its #134 holding.
  • Magnolia Capital Advisors first reported a position in Altria Group in Q4 2019 and has held it in 23 quarters since.
  • Magnolia Capital Advisors's Altria Group position peaked at $1M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.