Mainstay Capital Management’s Altria Group MO Stock Holding History

Mainstay 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
2026 Q1	$1.43M	Sell	21,675 -154	-0.7%	-$9.91K	0.11%	58
2025 Q4	$1.26M	Buy	21,829 +1,497	+7%	+$90.4K	0.1%	63
2025 Q3	$1.34M	Sell	20,332 -20,394	-50%	-$1.29M	0.13%	60
2025 Q2	$2.39M	Buy	40,726 +20,821	+105%	+$1.22M	0.12%	61
2025 Q1	$1.19M	Buy	19,905 +65	+0.3%	+$3.55K	0.16%	52
2024 Q4	$1.04M	Buy	19,840 +3,411	+21%	+$182K	0.16%	54
2024 Q3	$839K	Buy	+16,429	New	+$830K	0.14%	57
2018 Q4	–	Sell	-1,946	Closed	-$117K	–	273
2018 Q3	$117K	Buy	1,946 +338	+21%	+$20.1K	0.07%	133
2018 Q2	$91K	Hold	1,608	–	–	0.07%	123
2018 Q1	$100K	Sell	1,608 -14	-0.9%	-$927	0.08%	115
2017 Q4	$116K	Buy	+1,622	New	+$109K	0.1%	118

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mainstay Capital Management reduced its Altria Group (MO) stake by 0.71% in Q1 2026, selling an estimated $9.91K and leaving 21,675 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #58.

Mainstay Capital Management first reported a position in MO in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.39M in Q2 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Mainstay Capital Management held 21,675 shares of Altria Group worth $1.43M as of Q1 2026.
Mainstay Capital Management sold 154 Altria Group shares in Q1 2026, an estimated $9.91K.
Altria Group made up 0.11% of Mainstay Capital Management's portfolio in Q1 2026, its #58 holding.
Mainstay Capital Management first reported a position in Altria Group in Q4 2017 and has held it in 11 quarters since.
Mainstay Capital Management's Altria Group position peaked at $2.39M in Q2 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.