R Squared’s Altria Group MO Stock Holding History

R Squared’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	$879K	Sell	13,317 -1,321	-9%	-$85K	0.48%	34
2025 Q4	$844K	Buy	+14,638	New	+$884K	0.39%	46

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

R Squared's MO Position: Q1 2026 in Review

R Squared reduced its Altria Group (MO) stake by 9% in Q1 2026, selling an estimated $85K and leaving 13,317 shares worth $879K. The position accounts for 0.48% of the portfolio, ranked #34.

R Squared first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

R Squared held 13,317 shares of Altria Group worth $879K as of Q1 2026.
R Squared sold 1,321 Altria Group shares in Q1 2026, an estimated $85K.
Altria Group made up 0.48% of R Squared's portfolio in Q1 2026, its #34 holding.
R Squared first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.