MIM
MO icon

Moseley Investment Management’s Altria Group MO Stock Holding History

Moseley Investment Management’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 		$208K Buy
+3,148
New +$203K 0.07% 158
2025
Q4 		– Sell
-3,110
Closed -$205K – 170
2025
Q3 		$205K Buy
+3,110
New +$197K 0.06% 172
2019
Q3 		– Sell
-32,656
Closed -$1.55M – 122
2019
Q2 		$1.55M Sell
32,656
-368
-1% -$19.3K 1.44% 17
2019
Q1 		$1.9M Buy
+33,024
New +$1.69M 1.97% 11

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moseley Investment Management's MO Position: Q1 2026 in Review

Moseley Investment Management opened a new position in Altria Group (MO) in Q1 2026: 3,148 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #158 among its holdings. This is a return to the name: Moseley Investment Management previously reported a position in MO as recently as Q3 2025.

Moseley Investment Management first reported a position in MO in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.9M in Q1 2019. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Moseley Investment Management held 3,148 shares of Altria Group worth $208K as of Q1 2026.
  • Altria Group was a new Moseley Investment Management position in Q1 2026.
  • Altria Group made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #158 holding.
  • Moseley Investment Management first reported a position in Altria Group in Q1 2019 and has held it in 4 quarters since.
  • Moseley Investment Management's Altria Group position peaked at $1.9M in Q1 2019.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.