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&Partners’s Altria Group MO Stock Holding History

&Partners’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 		$19.6M Buy
296,010
+54,027
+22% +$3.48M 0.1% 196
2025
Q4 		$14M Buy
241,983
+58,370
+32% +$3.52M 0.07% 247
2025
Q3 		$12.1M Buy
183,613
+29,377
+19% +$1.86M 0.08% 236
2025
Q2 		$9.03M Buy
154,236
+21,266
+16% +$1.25M 0.07% 247
2025
Q1 		$7.74M Buy
132,970
+15,625
+13% +$853K 0.08% 227
2024
Q4 		$6.22M Buy
117,345
+36,067
+44% +$1.92M 0.07% 243
2024
Q3 		$4.15M Buy
81,278
+51,975
+177% +$2.63M 0.08% 234
2024
Q2 		$1.33M Buy
29,303
+16,552
+130% +$734K 0.06% 276
2024
Q1 		$556K Buy
+12,751
New +$529K 0.08% 249
2020
Q2 		– Sell
-5,263
Closed -$204K – 151
2020
Q1 		$204K Buy
5,263
+881
+20% +$39.1K 0.32% 96
2019
Q4 		$219K Sell
4,382
-2,218
-34% -$105K 0.26% 128
2019
Q3 		$270K Buy
6,600
+1,577
+31% +$72.5K 0.35% 103
2019
Q2 		$238K Sell
5,023
-1,512
-23% -$79.2K 0.33% 104
2019
Q1 		$375K Buy
6,535
+222
+4% +$11.3K 0.54% 60
2018
Q4 		$312K Buy
+6,313
New +$366K 0.52% 64

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

&Partners's MO Position: Q1 2026 in Review

&Partners increased its Altria Group (MO) stake by 22% in Q1 2026, buying an estimated $3.48M and bringing the position to 296,010 shares worth $19.6M. The position accounts for 0.1% of the portfolio, ranked #196.

&Partners first reported a position in MO in Q4 2018 and has held it in 15 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • &Partners held 296,010 shares of Altria Group worth $19.6M as of Q1 2026.
  • &Partners bought 54,027 Altria Group shares in Q1 2026, an estimated $3.48M.
  • Altria Group made up 0.1% of &Partners's portfolio in Q1 2026, its #196 holding.
  • &Partners first reported a position in Altria Group in Q4 2018 and has held it in 15 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.