Prelude Capital Management’s Altria Group MO Stock Holding History

Prelude Capital Management’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
2025 Q2	–	Sell	-22,600	Closed	-$1.36M	–	1224
2025 Q1	$1.36M	Sell	22,600 -1,900	-8%	-$104K	0.1%	226
2024 Q4	$1.28M	Buy	+24,500	New	+$1.31M	0.08%	312
2021 Q4	–	Sell	-5,900	Closed	-$269K	–	2148
2021 Q3	$269K	Buy	+5,900	New	+$285K	0.01%	1195
2020 Q4	–	Sell	-800	Closed	-$31K	–	1713
2020 Q3	$31K	Buy	800 +600	+300%	+$25K	﹤0.01%	1245
2020 Q2	$8K	Buy	+200	New	+$7.8K	﹤0.01%	1619
2020 Q1	–	Sell	-50,200	Closed	-$2.5M	–	1814
2019 Q4	$2.5M	Buy	50,200 +200	+0.4%	+$9.43K	0.1%	167
2019 Q3	$2.04M	Buy	+50,000	New	+$2.3M	0.09%	180
2018 Q4	–	Sell	-300	Closed	-$18K	–	2030
2018 Q3	$18K	Buy	+300	New	+$17.8K	﹤0.01%	1331
2014 Q2	–	Sell	-9,900	Closed	-$371K	–	2082
2014 Q1	$371K	Hold	9,900	–	–	0.05%	516
2013 Q4	$380K	Buy	+9,900	New	+$365K	0.06%	440

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

Prelude Capital Management's MO Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Altria Group (MO) in Q1 2026: 4,112 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #753 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in MO as recently as Q3 2025.

Prelude Capital Management first reported a position in MO in Q3 2013 and has held it in 31 quarters since. The position peaked at $2.56M in Q4 2019. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Prelude Capital Management held 4,112 shares of Altria Group worth $271K as of Q1 2026.
Altria Group was a new Prelude Capital Management position in Q1 2026.
Altria Group made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #753 holding.
Prelude Capital Management first reported a position in Altria Group in Q3 2013 and has held it in 31 quarters since.
Prelude Capital Management's Altria Group position peaked at $2.56M in Q4 2019.
2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.