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RoundAngle Advisors’s Altria Group MO Stock Holding History

RoundAngle Advisors’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 		$2.09M Buy
31,641
+1,145
+4% +$73.7K 1.56% 28
2025
Q4 		$1.76M Buy
30,496
+825
+3% +$49.8K 1.28% 33
2025
Q3 		$1.96M Buy
29,671
+189
+0.6% +$12K 1.52% 30
2025
Q2 		$1.73M Buy
29,482
+831
+3% +$48.8K 1.44% 32
2025
Q1 		$1.72M Buy
28,651
+2,601
+10% +$142K 1.58% 27
2024
Q4 		$1.36M Buy
+26,050
New +$1.39M 1.3% 32

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

RoundAngle Advisors's MO Position: Q1 2026 in Review

RoundAngle Advisors increased its Altria Group (MO) stake by 3.8% in Q1 2026, buying an estimated $73.7K and bringing the position to 31,641 shares worth $2.09M. The position accounts for 1.56% of the portfolio, ranked #28.

RoundAngle Advisors first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • RoundAngle Advisors held 31,641 shares of Altria Group worth $2.09M as of Q1 2026.
  • RoundAngle Advisors bought 1,145 Altria Group shares in Q1 2026, an estimated $73.7K.
  • Altria Group made up 1.56% of RoundAngle Advisors's portfolio in Q1 2026, its #28 holding.
  • RoundAngle Advisors first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.