PDL
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Portfolio Design Labs’s Altria Group MO Stock Holding History

Portfolio Design Labs’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 		$235K Sell
3,562
-323
-8% -$20.8K 0.04% 199
2025
Q4 		$224K Buy
3,885
+5
+0.1% +$302 0.04% 188
2025
Q3 		$256K Sell
3,880
-58,874
-94% -$3.73M 0.04% 182
2025
Q2 		$3.68M Buy
62,754
+15,367
+32% +$902K 0.72% 38
2025
Q1 		$2.84M Buy
+47,387
New +$2.59M 0.59% 58

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

Portfolio Design Labs's MO Position: Q1 2026 in Review

Portfolio Design Labs reduced its Altria Group (MO) stake by 8.3% in Q1 2026, selling an estimated $20.8K and leaving 3,562 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #199.

Portfolio Design Labs first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q2 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Portfolio Design Labs held 3,562 shares of Altria Group worth $235K as of Q1 2026.
  • Portfolio Design Labs sold 323 Altria Group shares in Q1 2026, an estimated $20.8K.
  • Altria Group made up 0.04% of Portfolio Design Labs's portfolio in Q1 2026, its #199 holding.
  • Portfolio Design Labs first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • Portfolio Design Labs's Altria Group position peaked at $3.68M in Q2 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.