Peachtree Investment Partners’s Altria Group MO Stock Holding History

Peachtree Investment 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	$301K	Buy	4,560 +45	+1%	+$2.9K	0.11%	69
2025 Q4	$260K	Buy	4,515 +250	+6%	+$15.1K	0.09%	78
2025 Q3	$282K	Sell	4,265 -770	-15%	-$48.8K	0.1%	76
2025 Q2	$295K	Buy	5,035 +1,115	+28%	+$65.5K	0.11%	74
2025 Q1	$235K	Buy	+3,920	New	+$214K	0.09%	83
2019 Q3	–	Sell	-7,638	Closed	-$362K	–	67
2019 Q2	$362K	Sell	7,638 -3,490	-31%	-$183K	0.28%	55
2019 Q1	$639K	Sell	11,128 -1,207	-10%	-$61.7K	0.54%	34
2018 Q4	$609K	Buy	+12,335	New	+$715K	0.69%	32

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

Peachtree Investment Partners's MO Position: Q1 2026 in Review

Peachtree Investment Partners increased its Altria Group (MO) stake by 1% in Q1 2026, buying an estimated $2.9K and bringing the position to 4,560 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #69.

Peachtree Investment Partners first reported a position in MO in Q4 2018 and has held it in 8 quarters since. The position peaked at $639K in Q1 2019. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Peachtree Investment Partners held 4,560 shares of Altria Group worth $301K as of Q1 2026.
Peachtree Investment Partners bought 45 Altria Group shares in Q1 2026, an estimated $2.9K.
Altria Group made up 0.11% of Peachtree Investment Partners's portfolio in Q1 2026, its #69 holding.
Peachtree Investment Partners first reported a position in Altria Group in Q4 2018 and has held it in 8 quarters since.
Peachtree Investment Partners's Altria Group position peaked at $639K in Q1 2019.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.