Marshall Wace
MO icon

Marshall Wace’s Altria Group MO Stock Holding History

Marshall Wace’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
Q3 		– Sell
-60,400
Closed -$2.74M – 2501
2023
Q2 		$2.74M Buy
+60,400
New +$2.74M 0.01% 1261
2021
Q2 		– Sell
-19,300
Closed -$987K – 2908
2021
Q1 		$987K Buy
+19,300
New +$865K ﹤0.01% 1665

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

Marshall Wace's MO Position: Q1 2026 in Review

Marshall Wace reduced its Altria Group (MO) stake by 19% in Q1 2026, selling an estimated $51.1M and leaving 3,488,283 shares worth $230M. The position accounts for 0.23% of the portfolio, ranked #62.

Marshall Wace first reported a position in MO in Q1 2014 and has held it in 31 quarters since. The position peaked at $296M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Marshall Wace held 3,488,283 shares of Altria Group worth $230M as of Q1 2026.
  • Marshall Wace sold 794,847 Altria Group shares in Q1 2026, an estimated $51.1M.
  • Altria Group made up 0.23% of Marshall Wace's portfolio in Q1 2026, its #62 holding.
  • Marshall Wace first reported a position in Altria Group in Q1 2014 and has held it in 31 quarters since.
  • Marshall Wace's Altria Group position peaked at $296M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.