SIG
MO icon

Sargent Investment Group’s Altria Group MO Stock Holding History

Sargent Investment Group’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 		$1.57M Buy
23,752
+1,653
+7% +$106K 0.21% 90
2025
Q4 		$1.27M Sell
22,099
-3,340
-13% -$202K 0.16% 103
2025
Q3 		$1.68M Buy
25,439
+5,300
+26% +$336K 0.24% 77
2025
Q2 		$1.27M Buy
20,139
+6,042
+43% +$355K 0.17% 89
2025
Q1 		$846K Buy
14,097
+3,398
+32% +$186K 0.14% 107
2024
Q4 		$544K Buy
+10,699
New +$570K 0.09% 127

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

Sargent Investment Group's MO Position: Q1 2026 in Review

Sargent Investment Group increased its Altria Group (MO) stake by 7.5% in Q1 2026, buying an estimated $106K and bringing the position to 23,752 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #90.

Sargent Investment Group first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sargent Investment Group held 23,752 shares of Altria Group worth $1.57M as of Q1 2026.
  • Sargent Investment Group bought 1,653 Altria Group shares in Q1 2026, an estimated $106K.
  • Altria Group made up 0.21% of Sargent Investment Group's portfolio in Q1 2026, its #90 holding.
  • Sargent Investment Group first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Sargent Investment Group's Altria Group position peaked at $1.68M in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.