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Occudo Quantitative Strategies’s Altria Group MO Stock Holding History

Occudo Quantitative Strategies’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
-44,573
Closed -$2.57M – 863
2025
Q4 		$2.57M Buy
+44,573
New +$2.69M 0.17% 174
2025
Q1 		– Sell
-12,656
Closed -$662K – 818
2024
Q4 		$662K Sell
12,656
-70,181
-85% -$3.74M 0.12% 247
2024
Q3 		$4.23M Buy
82,837
+71,094
+605% +$3.59M 0.77% 23
2024
Q2 		$535K Buy
+11,743
New +$521K 0.09% 290
2024
Q1 		– Sell
-25,714
Closed -$1.04M – 929
2023
Q4 		$1.04M Buy
+25,714
New +$1.06M 0.14% 199
2023
Q1 		– Sell
-64,535
Closed -$2.95M – 1085
2022
Q4 		$2.95M Buy
64,535
+32,653
+102% +$1.48M 0.34% 67
2022
Q3 		$1.29M Buy
31,882
+24,079
+309% +$1.05M 0.1% 306
2022
Q2 		$326K Buy
+7,803
New +$404K 0.03% 766
2021
Q4 		– Sell
-6,091
Closed -$277K – 1179
2021
Q3 		$277K Buy
+6,091
New +$294K 0.03% 756
2021
Q1 		– Sell
-15,543
Closed -$637K – 864
2020
Q4 		$637K Buy
+15,543
New +$624K 0.2% 160

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

Occudo Quantitative Strategies's MO Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Altria Group (MO) in Q1 2026, closing a stake of 44,573 shares — an estimated $2.57M sold.

Occudo Quantitative Strategies first reported a position in MO in Q4 2020 and held it in 10 quarters. The position peaked at $4.23M in Q3 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 44,573 Altria Group shares in Q1 2026, an estimated $2.57M.
  • Occudo Quantitative Strategies first reported a position in Altria Group in Q4 2020 and held it in 10 quarters.
  • Occudo Quantitative Strategies's Altria Group position peaked at $4.23M in Q3 2024.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.