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MB, Levis & Associates’s Altria Group MO Stock Holding History

MB, Levis & Associates’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 		$147K Sell
2,222
-30
-1% -$1.93K 0.06% 66
2025
Q4 		$130K Buy
2,252
+16
+0.7% +$966 0.05% 71
2025
Q3 		$148K Sell
2,236
-1,649
-42% -$104K 0.06% 62
2025
Q2 		$228K Buy
3,885
+182
+5% +$10.7K 0.1% 66
2025
Q1 		$222K Sell
3,703
-24
-0.6% -$1.31K 0.1% 65
2024
Q4 		$195K Buy
3,727
+53
+1% +$2.82K 0.1% 65
2024
Q3 		$188K Buy
3,674
+55
+2% +$2.78K 0.09% 67
2024
Q2 		$165K Buy
3,619
+45
+1% +$2K 0.09% 66
2024
Q1 		$156K Buy
3,574
+59
+2% +$2.45K 0.08% 65
2023
Q4 		$142K Buy
3,515
+55
+2% +$2.27K 0.08% 65
2023
Q3 		$145K Buy
3,460
+49
+1% +$2.17K 0.09% 67
2023
Q2 		$155K Buy
3,411
+52
+2% +$2.35K 0.1% 67
2023
Q1 		$150K Buy
3,359
+646
+24% +$29.7K 0.1% 66
2022
Q4 		$124K Buy
+2,713
New +$123K 0.1% 65

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

MB, Levis & Associates's MO Position: Q1 2026 in Review

MB, Levis & Associates reduced its Altria Group (MO) stake by 1.3% in Q1 2026, selling an estimated $1.93K and leaving 2,222 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #66.

MB, Levis & Associates first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $228K in Q2 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • MB, Levis & Associates held 2,222 shares of Altria Group worth $147K as of Q1 2026.
  • MB, Levis & Associates sold 30 Altria Group shares in Q1 2026, an estimated $1.93K.
  • Altria Group made up 0.06% of MB, Levis & Associates's portfolio in Q1 2026, its #66 holding.
  • MB, Levis & Associates first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • MB, Levis & Associates's Altria Group position peaked at $228K in Q2 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.