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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prelude Capital Management's MO Position: Q2 2026 in Review

Prelude Capital Management reduced its Altria Group (MO) stake by 21% in Q2 2026, selling an estimated $59.5K and leaving 3,260 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #911.

Prelude Capital Management first reported a position in MO in Q3 2013 and has held it in 32 quarters since. The position peaked at $2.56M in Q4 2019. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Prelude Capital Management held 3,260 shares of Altria Group worth $235K as of Q2 2026.
  • Prelude Capital Management sold 852 Altria Group shares in Q2 2026, an estimated $59.5K.
  • Altria Group made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #911 holding.
  • Prelude Capital Management first reported a position in Altria Group in Q3 2013 and has held it in 32 quarters since.
  • Prelude Capital Management's Altria Group position peaked at $2.56M in Q4 2019.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.