MG
MO icon

Mather Group’s Altria Group MO Stock Holding History

Mather Group’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 		$1.04M Buy
15,694
+7,004
+81% +$451K 0.01% 325
2025
Q4 		$501K Sell
8,690
-486
-5% -$29.3K 0.01% 400
2025
Q3 		$606K Buy
9,176
+1,814
+25% +$115K 0.01% 366
2025
Q2 		$432K Sell
7,362
-53
-0.7% -$3.11K ﹤0.01% 416
2025
Q1 		$445K Buy
7,415
+95
+1% +$5.19K 0.01% 403
2024
Q4 		$383K Sell
7,320
-69
-0.9% -$3.68K 0.01% 411
2024
Q3 		$377K Sell
7,389
-2,622
-26% -$133K ﹤0.01% 419
2024
Q2 		$437K Buy
10,011
+4,110
+70% +$182K 0.01% 441
2024
Q1 		$238K Sell
5,901
-417
-7% -$17.3K ﹤0.01% 489
2023
Q4 		$255K Sell
6,318
-1,168
-16% -$48.3K ﹤0.01% 488
2023
Q3 		$315K Sell
7,486
-1,764
-19% -$77.9K 0.01% 430
2023
Q2 		$419K Buy
9,250
+3,891
+73% +$176K 0.01% 383
2023
Q1 		$239K Buy
5,359
+530
+11% +$24.4K ﹤0.01% 450
2022
Q4 		$221K Sell
4,829
-185
-4% -$8.38K ﹤0.01% 444
2022
Q3 		$202K Buy
+5,014
New +$219K ﹤0.01% 452

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

Mather Group's MO Position: Q1 2026 in Review

Mather Group increased its Altria Group (MO) stake by 81% in Q1 2026, buying an estimated $451K and bringing the position to 15,694 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #325.

Mather Group first reported a position in MO in Q3 2022 and has held it in 15 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Mather Group held 15,694 shares of Altria Group worth $1.04M as of Q1 2026.
  • Mather Group bought 7,004 Altria Group shares in Q1 2026, an estimated $451K.
  • Altria Group made up 0.01% of Mather Group's portfolio in Q1 2026, its #325 holding.
  • Mather Group first reported a position in Altria Group in Q3 2022 and has held it in 15 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.