MCM
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MAI Capital Management’s Altria Group MO Stock Holding History

MAI Capital Management’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
2021
Q1 		– Sell
-4,000
Closed -$164K – 769
2020
Q4 		$164K Sell
4,000
-27,000
-87% -$1.08M ﹤0.01% 638
2020
Q3 		$1.2M Hold
31,000
– – 0.03% 243
2020
Q2 		$1.22M Buy
+31,000
New +$1.21M 0.04% 241

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

MAI Capital Management's MO Position: Q1 2026 in Review

MAI Capital Management increased its Altria Group (MO) stake by 2.1% in Q1 2026, buying an estimated $237K and bringing the position to 180,623 shares worth $11.9M. The position accounts for 0.07% of the portfolio, ranked #252.

MAI Capital Management first reported a position in MO in Q2 2013 and has held it in 52 quarters since. 2,491 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • MAI Capital Management held 180,623 shares of Altria Group worth $11.9M as of Q1 2026.
  • MAI Capital Management bought 3,689 Altria Group shares in Q1 2026, an estimated $237K.
  • Altria Group made up 0.07% of MAI Capital Management's portfolio in Q1 2026, its #252 holding.
  • MAI Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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