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Stokes Family Office’s Altria Group MO Stock Holding History

Stokes Family Office’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 		$3.91M Sell
59,260
-1,406
-2% -$90.5K 0.4% 63
2025
Q4 		$3.5M Buy
60,666
+6,029
+11% +$364K 0.32% 71
2025
Q3 		$3.61M Buy
54,637
+14
+0% +$887 0.34% 68
2025
Q2 		$3.2M Buy
54,623
+1,428
+3% +$83.9K 0.34% 68
2025
Q1 		$3.19M Sell
53,195
-12,941
-20% -$707K 0.36% 65
2024
Q4 		$3.46M Buy
66,136
+2,948
+5% +$157K 0.37% 62
2024
Q3 		$3.23M Sell
63,188
-1,460
-2% -$73.8K 0.35% 64
2024
Q2 		$2.94M Buy
64,648
+388
+0.6% +$17.2K 0.35% 67
2024
Q1 		$2.8M Sell
64,260
-4,742
-7% -$197K 0.35% 66
2023
Q4 		$2.78M Sell
69,002
-11,266
-14% -$466K 0.38% 63
2023
Q3 		$3.38M Sell
80,268
-4,868
-6% -$215K 0.4% 61
2023
Q2 		$3.86M Buy
85,136
+4,202
+5% +$190K 0.45% 50
2023
Q1 		$3.61M Sell
80,934
-27,232
-25% -$1.25M 0.45% 52
2022
Q4 		$4.94M Buy
108,166
+4,407
+4% +$200K 0.64% 37
2022
Q3 		$4.19M Sell
103,759
-240
-0.2% -$10.5K 0.6% 38
2022
Q2 		$4.34M Sell
103,999
-3,068
-3% -$159K 0.59% 41
2022
Q1 		$5.59M Sell
107,067
-971
-0.9% -$49.5K 0.74% 33
2021
Q4 		$5.12M Buy
108,038
+3,170
+3% +$145K 0.64% 41
2021
Q3 		$4.77M Buy
104,868
+1,092
+1% +$52.7K 0.66% 38
2021
Q2 		$4.95M Buy
103,776
+1,271
+1% +$62.4K 0.7% 37
2021
Q1 		$5.24M Buy
102,505
+4,973
+5% +$223K 0.82% 30
2020
Q4 		$4M Buy
97,532
+2,576
+3% +$103K 0.79% 33
2020
Q3 		$3.67M Buy
94,956
+7,726
+9% +$322K 0.83% 33
2020
Q2 		$3.42M Buy
87,230
+2,778
+3% +$108K 0.86% 29
2020
Q1 		$3.27M Buy
84,452
+18,500
+28% +$821K 0.87% 28
2019
Q4 		$3.29M Buy
+65,952
New +$3.11M 0.73% 36

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

Stokes Family Office's MO Position: Q1 2026 in Review

Stokes Family Office reduced its Altria Group (MO) stake by 2.3% in Q1 2026, selling an estimated $90.5K and leaving 59,260 shares worth $3.91M. The position accounts for 0.4% of the portfolio, ranked #63.

Stokes Family Office first reported a position in MO in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.59M in Q1 2022. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Stokes Family Office held 59,260 shares of Altria Group worth $3.91M as of Q1 2026.
  • Stokes Family Office sold 1,406 Altria Group shares in Q1 2026, an estimated $90.5K.
  • Altria Group made up 0.4% of Stokes Family Office's portfolio in Q1 2026, its #63 holding.
  • Stokes Family Office first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Altria Group position peaked at $5.59M in Q1 2022.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.