S.A. Mason’s Altria Group MO Stock Holding History

S.A. Mason’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	$103K	Buy	+1,565	New	+$101K	0.04%	264
2025 Q4	–	Sell	-1,565	Closed	-$103K	–	267
2025 Q3	$103K	Hold	1,565	–	–	0.05%	253
2025 Q2	$91.8K	Hold	1,565	–	–	0.04%	249
2025 Q1	$93.9K	Hold	1,565	–	–	0.05%	234
2024 Q4	$81.8K	Hold	1,565	–	–	0.04%	245
2024 Q3	$79.9K	Hold	1,565	–	–	0.04%	243
2024 Q2	$71.3K	Hold	1,565	–	–	0.04%	235
2024 Q1	$68.3K	Buy	1,565 +65	+4%	+$2.69K	0.04%	235
2023 Q4	$60.5K	Sell	1,500 -150	-9%	-$6.2K	0.04%	229
2023 Q3	$69.4K	Hold	1,650	–	–	0.05%	233
2023 Q2	$73.6K	Hold	1,650	–	–	0.05%	231
2023 Q1	$73.6K	Hold	1,650	–	–	0.05%	231
2022 Q4	$75.4K	Hold	1,650	–	–	0.06%	227
2022 Q3	$67K	Hold	1,650	–	–	0.05%	230
2022 Q2	$69K	Buy	1,650 +150	+10%	+$7.77K	0.05%	234
2022 Q1	$78K	Hold	1,500	–	–	0.05%	237
2021 Q4	$71K	Hold	1,500	–	–	0.04%	235
2021 Q3	$68K	Hold	1,500	–	–	0.04%	236
2021 Q2	$72K	Hold	1,500	–	–	0.05%	224
2021 Q1	$77K	Hold	1,500	–	–	0.06%	213
2020 Q4	$62K	Hold	1,500	–	–	0.05%	213
2020 Q3	$58K	Hold	1,500	–	–	0.06%	202
2020 Q2	$59K	Sell	1,500 -961	-39%	-$37.5K	0.06%	206
2020 Q1	$95K	Hold	2,461	–	–	0.12%	164
2019 Q4	$123K	Buy	+2,461	New	+$116K	0.12%	165

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

S.A. Mason's MO Position: Q1 2026 in Review

S.A. Mason opened a new position in Altria Group (MO) in Q1 2026: 1,565 shares worth $103K. The stake represents 0.04% of the portfolio and ranks #264 among its holdings. This is a return to the name: S.A. Mason previously reported a position in MO as recently as Q3 2025.

S.A. Mason first reported a position in MO in Q4 2019 and has held it in 25 quarters since. The position peaked at $123K in Q4 2019. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

S.A. Mason held 1,565 shares of Altria Group worth $103K as of Q1 2026.
Altria Group was a new S.A. Mason position in Q1 2026.
Altria Group made up 0.04% of S.A. Mason's portfolio in Q1 2026, its #264 holding.
S.A. Mason first reported a position in Altria Group in Q4 2019 and has held it in 25 quarters since.
S.A. Mason's Altria Group position peaked at $123K in Q4 2019.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.