Martingale Asset Management’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$31.9M Sell
483,990
-5,932
-1% -$382K 0.8% 20
2025
Q4
$28.2M Sell
489,922
-7,067
-1% -$427K 0.72% 33
2025
Q3
$32.8M Sell
496,989
-48,489
-9% -$3.07M 0.83% 22
2025
Q2
$32M Sell
545,478
-10,817
-2% -$635K 0.78% 26
2025
Q1
$33.4M Sell
556,295
-52,279
-9% -$2.85M 0.85% 22
2024
Q4
$31.8M Sell
608,574
-20,910
-3% -$1.11M 0.77% 26
2024
Q3
$32.1M Sell
629,484
-106,401
-14% -$5.38M 0.74% 30
2024
Q2
$33.5M Sell
735,885
-34,676
-5% -$1.54M 0.72% 38
2024
Q1
$33.6M Buy
770,561
+33,801
+5% +$1.4M 0.67% 47
2023
Q4
$29.7M Buy
736,760
+30,753
+4% +$1.27M 0.61% 53
2023
Q3
$29.7M Buy
706,007
+49,921
+8% +$2.21M 0.62% 53
2023
Q2
$29.7M Buy
656,086
+7,416
+1% +$336K 0.58% 59
2023
Q1
$28.9M Buy
648,670
+10,714
+2% +$493K 0.56% 68
2022
Q4
$29.2M Sell
637,956
-66,014
-9% -$2.99M 0.57% 69
2022
Q3
$28.4M Sell
703,970
-164,584
-19% -$7.18M 0.57% 65
2022
Q2
$36.3M Sell
868,554
-62,339
-7% -$3.23M 0.66% 50
2022
Q1
$48.6M Sell
930,893
-79,221
-8% -$4.04M 0.73% 38
2021
Q4
$47.9M Sell
1,010,114
-101,035
-9% -$4.63M 0.61% 52
2021
Q3
$50.6M Sell
1,111,149
-124,075
-10% -$5.99M 0.66% 46
2021
Q2
$58.9M Sell
1,235,224
-39,048
-3% -$1.92M 0.67% 51
2021
Q1
$65.2M Buy
1,274,272
+267,673
+27% +$12M 0.75% 37
2020
Q4
$41.3M Buy
1,006,599
+110,699
+12% +$4.44M 0.47% 83
2020
Q3
$34.6M Buy
895,900
+564,426
+170% +$23.5M 0.41% 86
2020
Q2
$13M Buy
331,474
+267,949
+422% +$10.5M 0.15% 159
2020
Q1
$2.46M Sell
63,525
-2,050
-3% -$91K 0.03% 442
2019
Q4
$3.27M Sell
65,575
-163,634
-71% -$7.72M 0.03% 481
2019
Q3
$9.38M Sell
229,209
-345,899
-60% -$15.9M 0.1% 227
2019
Q2
$27.2M Sell
575,108
-274,363
-32% -$14.4M 0.28% 114
2019
Q1
$48.8M Sell
849,471
-21,467
-2% -$1.1M 0.53% 43
2018
Q4
$43M Sell
870,938
-54,298
-6% -$3.15M 0.57% 32
2018
Q3
$55.8M Sell
925,236
-19,809
-2% -$1.18M 0.65% 27
2018
Q2
$53.7M Sell
945,045
-33,008
-3% -$1.9M 0.66% 21
2018
Q1
$61M Buy
978,053
+79,313
+9% +$5.25M 0.78% 11
2017
Q4
$64.2M Sell
898,740
-61,344
-6% -$4.11M 0.85% 9
2017
Q3
$60.9M Buy
960,084
+18,922
+2% +$1.26M 0.82% 8
2017
Q2
$70.1M Buy
941,162
+8,171
+0.9% +$598K 0.99% 5
2017
Q1
$66.6M Sell
932,991
-196,332
-17% -$14.2M 0.96% 6
2016
Q4
$76.4M Sell
1,129,323
-11,984
-1% -$772K 1.08% 5
2016
Q3
$72.2M Buy
1,141,307
+23,025
+2% +$1.53M 1.08% 7
2016
Q2
$77.1M Buy
1,118,282
+169,947
+18% +$10.9M 1.28% 4
2016
Q1
$59.4M Buy
948,335
+69,423
+8% +$4.2M 1.17% 6
2015
Q4
$51.2M Buy
878,912
+147,698
+20% +$8.56M 1.14% 9
2015
Q3
$39.8M Buy
731,214
+216,767
+42% +$11.6M 0.97% 12
2015
Q2
$25.2M Sell
514,447
-72,772
-12% -$3.69M 0.59% 31
2015
Q1
$29.4M Buy
587,219
+208,266
+55% +$11.1M 0.7% 23
2014
Q4
$18.7M Buy
378,953
+43,996
+13% +$2.14M 0.52% 43
2014
Q3
$15.4M Sell
334,957
-83,091
-20% -$3.56M 0.48% 43
2014
Q2
$17.5M Buy
418,048
+37,124
+10% +$1.49M 0.55% 33
2014
Q1
$14.3M Buy
380,924
+67,117
+21% +$2.44M 0.48% 41
2013
Q4
$12M Buy
313,807
+76,033
+32% +$2.81M 0.42% 43
2013
Q3
$8.17M Buy
237,774
+25,460
+12% +$897K 0.29% 89
2013
Q2
$7.43M Buy
+212,314
New +$7.63M 0.28% 102

Other funds holding MO

Martingale Asset Management's MO Position: Q1 2026 in Review

Martingale Asset Management reduced its Altria Group (MO) stake by 1.2% in Q1 2026, selling an estimated $382K and leaving 483,990 shares worth $31.9M. The position accounts for 0.8% of the portfolio, ranked #20.

Martingale Asset Management first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.1M in Q2 2016. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Martingale Asset Management held 483,990 shares of Altria Group worth $31.9M as of Q1 2026.
  • Martingale Asset Management sold 5,932 Altria Group shares in Q1 2026, an estimated $382K.
  • Altria Group made up 0.8% of Martingale Asset Management's portfolio in Q1 2026, its #20 holding.
  • Martingale Asset Management first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • Martingale Asset Management's Altria Group position peaked at $77.1M in Q2 2016.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.