PIA
MO icon

Perennial Investment Advisors’s Altria Group MO Stock Holding History

Perennial Investment Advisors’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 		$543K Sell
8,236
-81
-1% -$5.21K 0.04% 284
2025
Q4 		$480K Buy
8,317
+1,347
+19% +$81.3K 0.04% 288
2025
Q3 		$460K Buy
6,970
+156
+2% +$9.88K 0.04% 279
2025
Q2 		$400K Buy
6,814
+30
+0.4% +$1.76K 0.04% 289
2025
Q1 		$407K Sell
6,784
-56
-0.8% -$3.06K 0.05% 261
2024
Q4 		$358K Buy
6,840
+1,125
+20% +$59.9K 0.04% 267
2024
Q3 		$292K Buy
5,715
+65
+1% +$3.29K 0.04% 292
2024
Q2 		$257K Buy
5,650
+1,027
+22% +$45.6K 0.04% 301
2024
Q1 		$202K Sell
4,623
-372
-7% -$15.4K 0.03% 326
2023
Q4 		$201K Sell
4,995
-451
-8% -$18.7K 0.03% 309
2023
Q3 		$229K Buy
5,446
+391
+8% +$17.3K 0.04% 283
2023
Q2 		$229K Buy
5,055
+239
+5% +$10.8K 0.04% 300
2023
Q1 		$215K Sell
4,816
-1,014
-17% -$46.6K 0.04% 302
2022
Q4 		$267K Buy
5,830
+849
+17% +$38.5K 0.11% 163
2022
Q3 		$201K Buy
+4,981
New +$217K 0.09% 183
2022
Q2 		– Sell
-4,012
Closed -$210K – 213
2022
Q1 		$210K Sell
4,012
-289
-7% -$14.7K 0.07% 201
2021
Q4 		$205K Buy
+4,301
New +$197K 0.06% 213

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

Perennial Investment Advisors's MO Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Altria Group (MO) stake by 0.97% in Q1 2026, selling an estimated $5.21K and leaving 8,236 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #284.

Perennial Investment Advisors first reported a position in MO in Q4 2021 and has held it in 17 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Perennial Investment Advisors held 8,236 shares of Altria Group worth $543K as of Q1 2026.
  • Perennial Investment Advisors sold 81 Altria Group shares in Q1 2026, an estimated $5.21K.
  • Altria Group made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #284 holding.
  • Perennial Investment Advisors first reported a position in Altria Group in Q4 2021 and has held it in 17 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.