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MBA Advisors’s Altria Group MO Stock Holding History

MBA Advisors’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 		$894K Buy
13,544
+551
+4% +$35.5K 0.34% 62
2025
Q4 		$749K Sell
12,993
-227
-2% -$13.7K 0.3% 69
2025
Q3 		$873K Buy
13,220
+25
+0.2% +$1.58K 0.37% 56
2025
Q2 		$774K Buy
13,195
+140
+1% +$8.22K 0.36% 62
2025
Q1 		$784K Buy
13,055
+82
+0.6% +$4.48K 0.39% 61
2024
Q4 		$678K Buy
12,973
+983
+8% +$52.4K 0.34% 64
2024
Q3 		$612K Buy
11,990
+1,005
+9% +$50.8K 0.29% 68
2024
Q2 		$500K Buy
10,985
+3,100
+39% +$138K 0.26% 74
2024
Q1 		$344K Buy
7,885
+2,522
+47% +$105K 0.18% 91
2023
Q4 		$216K Sell
5,363
-1,000
-16% -$41.4K 0.12% 118
2023
Q3 		$268K Sell
6,363
-560
-8% -$24.7K 0.16% 97
2023
Q2 		$314K Hold
6,923
– – 0.19% 87
2023
Q1 		$309K Buy
6,923
+1,900
+38% +$87.3K 0.19% 95
2022
Q4 		$230K Hold
5,023
– – 0.15% 114
2022
Q3 		$203K Buy
+5,023
New +$219K 0.15% 117
2022
Q2 		– Sell
-4,313
Closed -$225K – 145
2022
Q1 		$225K Sell
4,313
-63
-1% -$3.21K 0.14% 130
2021
Q4 		$207K Sell
4,376
-495
-10% -$22.7K 0.13% 146
2021
Q3 		$222K Buy
4,871
+504
+12% +$24.3K 0.16% 125
2021
Q2 		$208 Buy
+4,367
New +$215K 0.1% 130

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

MBA Advisors's MO Position: Q1 2026 in Review

MBA Advisors increased its Altria Group (MO) stake by 4.2% in Q1 2026, buying an estimated $35.5K and bringing the position to 13,544 shares worth $894K. The position accounts for 0.34% of the portfolio, ranked #62.

MBA Advisors first reported a position in MO in Q2 2021 and has held it in 19 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • MBA Advisors held 13,544 shares of Altria Group worth $894K as of Q1 2026.
  • MBA Advisors bought 551 Altria Group shares in Q1 2026, an estimated $35.5K.
  • Altria Group made up 0.34% of MBA Advisors's portfolio in Q1 2026, its #62 holding.
  • MBA Advisors first reported a position in Altria Group in Q2 2021 and has held it in 19 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.