October Effect
MO icon

October Effect’s Altria Group MO Stock Holding History

October Effect’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
Q3 		$601K Sell
8,927
-250
-3% -$17.4K 0.61% 40
2026
Q2 		$660K Sell
9,177
-100
-1% -$6.98K 0.62% 41
2026
Q1 		$612K Sell
9,277
-300
-3% -$19.3K 0.71% 45
2025
Q4 		$552K Sell
9,577
-70
-0.7% -$4.23K 0.61% 41
2025
Q3 		$637K Sell
9,647
-1,030
-10% -$65.3K 0.7% 30
2025
Q2 		$626K Buy
+10,677
New +$627K 0.75% 29

Other funds holding MO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

October Effect's MO Position: Q3 2026 in Review

October Effect reduced its Altria Group (MO) stake by 2.7% in Q3 2026, selling an estimated $17.4K and leaving 8,927 shares worth $601K. The position accounts for 0.61% of the portfolio, ranked #40.

October Effect first reported a position in MO in Q2 2025 and has held it in 6 quarters since. The position peaked at $660K in Q2 2026. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • October Effect held 8,927 shares of Altria Group worth $601K as of Q3 2026.
  • October Effect sold 250 Altria Group shares in Q3 2026, an estimated $17.4K.
  • Altria Group made up 0.61% of October Effect's portfolio in Q3 2026, its #40 holding.
  • October Effect first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • October Effect's Altria Group position peaked at $660K in Q2 2026.
  • 2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.