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
-118,300
Closed -$5.36M – 2502
2023
Q2 		$5.36M Buy
+118,300
New +$5.36M 0.01% 992
2021
Q2 		– Sell
-2,900
Closed -$148K – 2909
2021
Q1 		$148K Buy
+2,900
New +$130K ﹤0.01% 2316

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace's MO Position: Q2 2026 in Review

Marshall Wace increased its Altria Group (MO) stake by 44% in Q2 2026, buying an estimated $106M and bringing the position to 5,006,159 shares worth $360M. The position accounts for 0.28% of the portfolio, ranked #45.

Marshall Wace first reported a position in MO in Q1 2014 and has held it in 32 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Marshall Wace held 5,006,159 shares of Altria Group worth $360M as of Q2 2026.
  • Marshall Wace bought 1,517,876 Altria Group shares in Q2 2026, an estimated $106M.
  • Altria Group made up 0.28% of Marshall Wace's portfolio in Q2 2026, its #45 holding.
  • Marshall Wace first reported a position in Altria Group in Q1 2014 and has held it in 32 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.