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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
2021
Q1 		– Sell
-27,500
Closed -$1.13M – 1717
2020
Q4 		$1.13M Buy
+27,500
New +$1.1M 0.03% 444
2020
Q1 		– Sell
-51,000
Closed -$2.54M – 1815
2019
Q4 		$2.54M Buy
51,000
+1,000
+2% +$47.2K 0.1% 163
2019
Q3 		$2.04M Buy
+50,000
New +$2.3M 0.09% 181

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

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.