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Redwood Investment Management’s Altria Group MO Stock Holding History

Redwood Investment 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
2026
Q1 		$1.05M Sell
15,871
-1,110
-7% -$71.4K 0.13% 130
2025
Q4 		$979K Sell
16,981
-7,484
-31% -$452K 0.11% 192
2025
Q3 		$1.62M Sell
24,465
-9,684
-28% -$614K 0.18% 86
2025
Q2 		$2M Sell
34,149
-2,018
-6% -$119K 0.21% 80
2025
Q1 		$2.17M Sell
36,167
-30,109
-45% -$1.64M 0.24% 72
2024
Q4 		$3.47M Buy
66,276
+27,480
+71% +$1.46M 0.34% 54
2024
Q3 		$1.98M Sell
38,796
-8,133
-17% -$411K 0.18% 129
2024
Q2 		$2.14M Sell
46,929
-6,760
-13% -$300K 0.18% 111
2024
Q1 		$2.34M Sell
53,689
-837
-2% -$34.7K 0.22% 93
2023
Q4 		$2.2M Buy
54,526
+3,161
+6% +$131K 0.2% 113
2023
Q3 		$2.16M Buy
51,365
+10,067
+24% +$445K 0.19% 102
2023
Q2 		$1.87M Sell
41,298
-2,432
-6% -$110K 0.19% 124
2023
Q1 		$1.95M Buy
43,730
+2,997
+7% +$138K 0.21% 98
2022
Q4 		$1.86M Buy
+40,733
New +$1.85M 0.25% 98
2022
Q1 		– Sell
-36,680
Closed -$1.74M – 330
2021
Q4 		$1.74M Buy
36,680
+8,673
+31% +$397K 0.23% 100
2021
Q3 		$1.27M Buy
28,007
+1,330
+5% +$64.2K 0.18% 139
2021
Q2 		$1.27M Buy
26,677
+3,809
+17% +$187K 0.21% 132
2021
Q1 		$1.17M Buy
22,868
+136
+0.6% +$6.09K 0.22% 98
2020
Q4 		$932K Buy
22,732
+6,733
+42% +$270K 0.15% 127
2020
Q3 		$618K Sell
15,999
-1,376
-8% -$57.3K 0.15% 195
2020
Q2 		$682K Buy
+17,375
New +$678K 0.2% 138
2020
Q1 		– Sell
-8,035
Closed -$401K – 221
2019
Q4 		$401K Buy
8,035
+860
+12% +$40.6K 0.1% 210
2019
Q3 		$293K Buy
7,175
+934
+15% +$43K 0.08% 224
2019
Q2 		$296K Buy
6,241
+1,023
+20% +$53.6K 0.08% 224
2019
Q1 		$300K Buy
+5,218
New +$267K 0.13% 103
2018
Q4 		– Sell
-4,831
Closed -$291K – 96
2018
Q3 		$291K Buy
4,831
+700
+17% +$41.6K 0.11% 97
2018
Q2 		$235K Buy
4,131
+532
+15% +$30.7K 0.09% 104
2018
Q1 		$224K Buy
+3,599
New +$238K 0.07% 98

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

Redwood Investment Management's MO Position: Q1 2026 in Review

Redwood Investment Management reduced its Altria Group (MO) stake by 6.5% in Q1 2026, selling an estimated $71.4K and leaving 15,871 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #130.

Redwood Investment Management first reported a position in MO in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.47M in Q4 2024. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Redwood Investment Management held 15,871 shares of Altria Group worth $1.05M as of Q1 2026.
  • Redwood Investment Management sold 1,110 Altria Group shares in Q1 2026, an estimated $71.4K.
  • Altria Group made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #130 holding.
  • Redwood Investment Management first reported a position in Altria Group in Q1 2018 and has held it in 28 quarters since.
  • Redwood Investment Management's Altria Group position peaked at $3.47M in Q4 2024.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.