MV Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $430K | Buy |
6,513
+311
| +5% | +$20K | 0.04% | 129 |
|
|
2025
Q4 | $358K | Buy |
6,202
+5
| +0.1% | +$302 | 0.03% | 144 |
|
|
2025
Q3 | $409K | Buy |
6,197
+18
| +0.3% | +$1.14K | 0.04% | 135 |
|
|
2025
Q2 | $362K | Sell |
6,179
-119
| -2% | -$6.99K | 0.04% | 137 |
|
|
2025
Q1 | $378K | Sell |
6,298
-59
| -0.9% | -$3.22K | 0.04% | 133 |
|
|
2024
Q4 | $332K | Buy |
6,357
+8
| +0.1% | +$426 | 0.04% | 136 |
|
|
2024
Q3 | $324K | Sell |
6,349
-306
| -5% | -$15.5K | 0.03% | 142 |
|
|
2024
Q2 | $303K | Buy |
6,655
+106
| +2% | +$4.7K | 0.03% | 140 |
|
|
2024
Q1 | $286K | Buy |
6,549
+521
| +9% | +$21.6K | 0.03% | 147 |
|
|
2023
Q4 | $243K | Buy |
6,028
+315
| +6% | +$13K | 0.03% | 150 |
|
|
2023
Q3 | $240K | Buy |
5,713
+528
| +10% | +$23.3K | 0.03% | 143 |
|
|
2023
Q2 | $235K | Buy |
5,185
+396
| +8% | +$17.9K | 0.03% | 145 |
|
|
2023
Q1 | $214K | Buy |
4,789
+3,903
| +441% | +$179K | 0.03% | 148 |
|
|
2022
Q4 | $40.5K | Buy |
886
+249
| +39% | +$11.3K | 0.01% | 255 |
|
|
2022
Q3 | $26K | Buy |
637
+194
| +44% | +$8.46K | ﹤0.01% | 296 |
|
|
2022
Q2 | $19K | Sell |
443
-199
| -31% | -$10.3K | ﹤0.01% | 324 |
|
|
2022
Q1 | $34K | Sell |
642
-320
| -33% | -$16.3K | 0.01% | 259 |
|
|
2021
Q4 | $46K | Sell |
962
-92
| -9% | -$4.22K | 0.01% | 222 |
|
|
2021
Q3 | $48K | Buy |
1,054
+254
| +32% | +$12.3K | 0.01% | 211 |
|
|
2021
Q2 | $38K | Buy |
800
+648
| +426% | +$31.8K | 0.01% | 216 |
|
|
2021
Q1 | $8K | Buy |
152
+45
| +42% | +$2.02K | ﹤0.01% | 258 |
|
|
2020
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 274 |
|
|
2020
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 246 |
|
|
2020
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 253 |
|
|
2020
Q1 | $4K | Sell |
107
-313
| -75% | -$13.9K | ﹤0.01% | 262 |
|
|
2019
Q4 | $21K | Sell |
420
-193
| -31% | -$9.1K | ﹤0.01% | 203 |
|
|
2019
Q3 | $25K | Buy |
613
+93
| +18% | +$4.28K | 0.01% | 197 |
|
|
2019
Q2 | $25K | Sell |
520
-83
| -14% | -$4.35K | 0.01% | 188 |
|
|
2019
Q1 | $35K | Sell |
603
-1,023
| -63% | -$52.3K | 0.01% | 165 |
|
|
2018
Q4 | $80K | Hold |
1,626
| – | – | 0.02% | 139 |
|
|
2018
Q3 | $98K | Sell |
1,626
-271
| -14% | -$16.1K | 0.02% | 130 |
|
|
2018
Q2 | $108K | Hold |
1,897
| – | – | 0.03% | 129 |
|
|
2018
Q1 | $118K | Sell |
1,897
-416
| -18% | -$27.6K | 0.03% | 121 |
|
|
2017
Q4 | $165K | Sell |
2,313
-173
| -7% | -$11.6K | 0.04% | 108 |
|
|
2017
Q3 | $158K | Sell |
2,486
-12
| -0.5% | -$800 | 0.04% | 109 |
|
|
2017
Q2 | $186K | Sell |
2,498
-14
| -0.6% | -$1.02K | 0.05% | 99 |
|
|
2017
Q1 | $179K | Sell |
2,512
-83
| -3% | -$6.01K | 0.06% | 98 |
|
|
2016
Q4 | $175K | Hold |
2,595
| – | – | 0.06% | 95 |
|
|
2016
Q3 | $164K | Hold |
2,595
| – | – | 0.06% | 95 |
|
|
2016
Q2 | $179K | Buy |
2,595
+151
| +6% | +$9.67K | 0.06% | 95 |
|
|
2016
Q1 | $153K | Hold |
2,444
| – | – | 0.06% | 105 |
|
|
2015
Q4 | $142K | Buy |
2,444
+600
| +33% | +$34.8K | 0.06% | 111 |
|
|
2015
Q3 | $100K | Sell |
1,844
-84
| -4% | -$4.5K | 0.05% | 115 |
|
|
2015
Q2 | $94K | Hold |
1,928
| – | – | 0.04% | 129 |
|
|
2015
Q1 | $96K | Buy |
1,928
+22
| +1% | +$1.17K | 0.04% | 113 |
|
|
2014
Q4 | $94K | Buy |
+1,906
| New | +$92.9K | 0.04% | 110 |
|
Other funds holding MO
VCM
VPM
MV Capital Management's MO Position: Q1 2026 in Review
MV Capital Management increased its Altria Group (MO) stake by 5% in Q1 2026, buying an estimated $20K and bringing the position to 6,513 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #129.
MV Capital Management first reported a position in MO in Q4 2014 and has held it in 46 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- MV Capital Management held 6,513 shares of Altria Group worth $430K as of Q1 2026.
- MV Capital Management bought 311 Altria Group shares in Q1 2026, an estimated $20K.
- Altria Group made up 0.04% of MV Capital Management's portfolio in Q1 2026, its #129 holding.
- MV Capital Management first reported a position in Altria Group in Q4 2014 and has held it in 46 quarters since.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.