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Smartleaf Asset Management’s Altria Group MO Stock Holding History

Smartleaf Asset Management’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 		$2.41M Buy
35,946
+5,813
+19% +$374K 0.09% 210
2025
Q4 		$1.74M Buy
30,133
+480
+2% +$29K 0.07% 260
2025
Q3 		$1.95M Buy
29,653
+5,545
+23% +$351K 0.12% 189
2025
Q2 		$1.42M Buy
24,108
+932
+4% +$54.7K 0.12% 187
2025
Q1 		$1.35M Sell
23,176
-912
-4% -$49.8K 0.13% 177
2024
Q4 		$1.25M Buy
24,088
+3,236
+16% +$172K 0.13% 169
2024
Q3 		$1.06M Buy
20,852
+1,289
+7% +$65.2K 0.13% 179
2024
Q2 		$889K Buy
19,563
+10,199
+109% +$452K 0.15% 163
2024
Q1 		$409K Buy
9,364
+811
+9% +$33.6K 0.08% 242
2023
Q4 		$337K Buy
+8,553
New +$354K 0.09% 219

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

Smartleaf Asset Management's MO Position: Q1 2026 in Review

Smartleaf Asset Management increased its Altria Group (MO) stake by 19% in Q1 2026, buying an estimated $374K and bringing the position to 35,946 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #210.

Smartleaf Asset Management first reported a position in MO in Q4 2023 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Smartleaf Asset Management held 35,946 shares of Altria Group worth $2.41M as of Q1 2026.
  • Smartleaf Asset Management bought 5,813 Altria Group shares in Q1 2026, an estimated $374K.
  • Altria Group made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #210 holding.
  • Smartleaf Asset Management first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.