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Sivia Capital Partners’s Altria Group MO Stock Holding History

Sivia Capital Partners’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 		– Sell
-5,007
Closed -$289K – 567
2025
Q4 		$289K Sell
5,007
-3,502
-41% -$211K 0.06% 424
2025
Q3 		$562K Buy
8,509
+2,148
+34% +$136K 0.16% 131
2025
Q2 		$373K Buy
6,361
+2,946
+86% +$173K 0.13% 208
2025
Q1 		$205K Buy
+3,415
New +$186K 0.1% 267
2024
Q2 		– Sell
-5,236
Closed -$228K – 207
2024
Q1 		$228K Buy
+5,236
New +$217K 0.16% 148

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sivia Capital Partners's MO Position: Q1 2026 in Review

Sivia Capital Partners sold out of Altria Group (MO) in Q1 2026, closing a stake of 5,007 shares — an estimated $289K sold.

Sivia Capital Partners first reported a position in MO in Q1 2024 and held it in 5 quarters. The position peaked at $562K in Q3 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sivia Capital Partners reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 5,007 Altria Group shares in Q1 2026, an estimated $289K.
  • Sivia Capital Partners first reported a position in Altria Group in Q1 2024 and held it in 5 quarters.
  • Sivia Capital Partners's Altria Group position peaked at $562K in Q3 2025.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.