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Mezzasalma Advisors’s Altria Group MO Stock Holding History

Mezzasalma 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 		– Sell
-4,102
Closed -$235K – 162
2025
Q4 		$235K Buy
4,102
+144
+4% +$8.7K 0.06% 142
2025
Q3 		$261K Buy
3,958
+223
+6% +$14.1K 0.07% 138
2025
Q2 		$219K Sell
3,735
-2,057
-36% -$121K 0.07% 134
2025
Q1 		$348K Buy
5,792
+82
+1% +$4.48K 0.12% 103
2024
Q4 		$299K Sell
5,710
-294
-5% -$15.7K 0.1% 113
2024
Q3 		$306K Hold
6,004
– – 0.12% 66
2024
Q2 		$273K Buy
+6,004
New +$266K 0.12% 62
2023
Q3 		– Sell
-4,661
Closed -$211K – 86
2023
Q2 		$211K Sell
4,661
-150
-3% -$6.79K 0.13% 83
2023
Q1 		$215K Hold
4,811
– – 0.15% 80
2022
Q4 		$220K Sell
4,811
-200
-4% -$9.06K 0.19% 76
2022
Q3 		$202K Hold
5,011
– – 0.16% 75
2022
Q2 		$209K Sell
5,011
-11
-0.2% -$570 0.18% 76
2022
Q1 		$262K Sell
5,022
-60
-1% -$3.06K 0.16% 77
2021
Q4 		$241K Sell
5,082
-1,342
-21% -$61.5K 0.13% 84
2021
Q3 		$292K Hold
6,424
– – 0.16% 73
2021
Q2 		$306K Hold
6,424
– – 0.17% 73
2021
Q1 		$329K Sell
6,424
-60
-0.9% -$2.69K 0.21% 64
2020
Q4 		$266K Buy
+6,484
New +$260K 0.17% 75

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

Mezzasalma Advisors's MO Position: Q1 2026 in Review

Mezzasalma Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 4,102 shares — an estimated $235K sold.

Mezzasalma Advisors first reported a position in MO in Q4 2020 and held it in 18 quarters. The position peaked at $348K in Q1 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Mezzasalma Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Mezzasalma Advisors sold 4,102 Altria Group shares in Q1 2026, an estimated $235K.
  • Mezzasalma Advisors first reported a position in Altria Group in Q4 2020 and held it in 18 quarters.
  • Mezzasalma Advisors's Altria Group position peaked at $348K in Q1 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.