Optimist Retirement Group’s Altria Group MO Stock Holding History

Optimist Retirement Group’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	$2.33M	Sell	35,313 -261	-0.7%	-$16.8K	1.03%	34
2025 Q4	$2.05M	Sell	35,574 -3	-0%	-$181	0.94%	34
2025 Q3	$2.35M	Buy	35,577 +178	+0.5%	+$11.3K	1.06%	28
2025 Q2	$2.08M	Sell	35,399 -3,658	-9%	-$215K	0.99%	34
2025 Q1	$2.34M	Sell	39,057 -1,396	-3%	-$76.2K	1.17%	24
2024 Q4	$2.12M	Sell	40,453 -219	-0.5%	-$11.7K	1%	26
2024 Q3	$2.08M	Sell	40,672 -2,248	-5%	-$114K	0.94%	38
2024 Q2	$1.95M	Buy	42,920 +2,098	+5%	+$93.1K	1.03%	29
2024 Q1	$1.78M	Buy	40,822 +22,588	+124%	+$937K	0.91%	34
2023 Q4	$736K	Buy	+18,234	New	+$754K	0.48%	38

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimist Retirement Group's MO Position: Q1 2026 in Review

Optimist Retirement Group reduced its Altria Group (MO) stake by 0.73% in Q1 2026, selling an estimated $16.8K and leaving 35,313 shares worth $2.33M. The position accounts for 1.03% of the portfolio, ranked #34.

Optimist Retirement Group first reported a position in MO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Optimist Retirement Group held 35,313 shares of Altria Group worth $2.33M as of Q1 2026.
Optimist Retirement Group sold 261 Altria Group shares in Q1 2026, an estimated $16.8K.
Altria Group made up 1.03% of Optimist Retirement Group's portfolio in Q1 2026, its #34 holding.
Optimist Retirement Group first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Altria Group position peaked at $2.35M in Q3 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.