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Searle & Co’s Altria Group MO Stock Holding History

Searle & Co’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 		$1.55M Buy
23,470
+5,892
+34% +$379K 0.39% 65
2025
Q4 		$1.01M Hold
17,578
– – 0.26% 78
2025
Q3 		$1.16M Hold
17,578
– – 0.31% 71
2025
Q2 		$1.03M Sell
17,578
-334
-2% -$19.6K 0.29% 74
2025
Q1 		$1.08M Buy
17,912
+7
+0% +$382 0.31% 75
2024
Q4 		$936K Buy
17,905
+1,006
+6% +$53.6K 0.27% 75
2024
Q3 		$863K Sell
16,899
-899
-5% -$45.4K 0.22% 82
2024
Q2 		$811K Buy
+17,798
New +$790K 0.19% 90
2019
Q2 		– Sell
-3,822
Closed -$219K – 133
2019
Q1 		$219K Sell
3,822
-6,250
-62% -$319K 0.14% 122
2018
Q4 		$497K Buy
10,072
+6,250
+164% +$362K 0.35% 75
2018
Q3 		$230K Hold
3,822
– – 0.13% 124
2018
Q2 		$217K Hold
3,822
– – 0.14% 123
2018
Q1 		$238K Hold
3,822
– – 0.15% 119
2017
Q4 		$273K Hold
3,822
– – 0.17% 113
2017
Q3 		$242K Hold
3,822
– – 0.16% 114
2017
Q2 		$285K Hold
3,822
– – 0.2% 114
2017
Q1 		$273K Buy
+3,822
New +$277K 0.19% 116
2015
Q4 		– Sell
-4,522
Closed -$246K – 113
2015
Q3 		$246K Buy
4,522
+2,401
+113% +$129K 0.25% 96
2015
Q2 		$103K Sell
2,121
-1
-0% -$51 0.09% 129
2015
Q1 		$106K Buy
2,122
+1
+0% +$53 0.09% 129
2014
Q4 		$104K Buy
+2,121
New +$103K 0.09% 152

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

Searle & Co's MO Position: Q1 2026 in Review

Searle & Co increased its Altria Group (MO) stake by 34% in Q1 2026, buying an estimated $379K and bringing the position to 23,470 shares worth $1.55M. The position accounts for 0.39% of the portfolio, ranked #65.

Searle & Co first reported a position in MO in Q4 2014 and has held it in 21 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Searle & Co held 23,470 shares of Altria Group worth $1.55M as of Q1 2026.
  • Searle & Co bought 5,892 Altria Group shares in Q1 2026, an estimated $379K.
  • Altria Group made up 0.39% of Searle & Co's portfolio in Q1 2026, its #65 holding.
  • Searle & Co first reported a position in Altria Group in Q4 2014 and has held it in 21 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.