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Portfolio Strategies’s Altria Group MO Stock Holding History

Portfolio Strategies’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 		– Sell
-16,998
Closed -$980K – 77
2025
Q4 		$980K Hold
16,998
– – 0.11% 28
2025
Q3 		$1.12M Buy
+16,998
New +$1.08M 0.13% 26
2018
Q4 		– Sell
-1,000
Closed -$60K – 139
2018
Q3 		$60K Sell
1,000
-504
-34% -$29.9K 0.04% 67
2018
Q2 		$85K Buy
1,504
+6
+0.4% +$346 0.06% 53
2018
Q1 		$93K Buy
1,498
+4
+0.3% +$265 0.07% 54
2017
Q4 		$107K Buy
+1,494
New +$100K 0.07% 58

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Portfolio Strategies's MO Position: Q1 2026 in Review

Portfolio Strategies sold out of Altria Group (MO) in Q1 2026, closing a stake of 16,998 shares — an estimated $980K sold.

Portfolio Strategies first reported a position in MO in Q4 2017 and held it in 6 quarters. The position peaked at $1.12M in Q3 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Portfolio Strategies reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Portfolio Strategies sold 16,998 Altria Group shares in Q1 2026, an estimated $980K.
  • Portfolio Strategies first reported a position in Altria Group in Q4 2017 and held it in 6 quarters.
  • Portfolio Strategies's Altria Group position peaked at $1.12M in Q3 2025.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.