Stone House Investment Management’s Altria Group MO Stock Holding History

Stone House Investment 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	$23.3K	Buy	353 +214	+154%	+$13.8K	﹤0.01%	262
2025 Q4	$8.02K	Sell	139 -82	-37%	-$4.95K	﹤0.01%	350
2025 Q3	$14.6K	Buy	221 +8	+4%	+$507	﹤0.01%	253
2025 Q2	$12.5K	Buy	+213	New	+$12.5K	﹤0.01%	245
2024 Q1	–	Sell	-1,395	Closed	-$56.3K	–	426
2023 Q4	$56.3K	Buy	1,395 +32	+2%	+$1.32K	0.02%	83
2023 Q3	$57.3K	Buy	1,363 +27	+2%	+$1.19K	0.02%	77
2023 Q2	$60.5K	Buy	1,336 +27	+2%	+$1.22K	0.02%	77
2023 Q1	$58.4K	Buy	+1,309	New	+$60.2K	0.02%	83

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stone House Investment Management's MO Position: Q1 2026 in Review

Stone House Investment Management increased its Altria Group (MO) stake by 154% in Q1 2026, buying an estimated $13.8K and bringing the position to 353 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Stone House Investment Management first reported a position in MO in Q1 2023 and has held it in 8 quarters since. The position peaked at $60.5K in Q2 2023. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Stone House Investment Management held 353 shares of Altria Group worth $23.3K as of Q1 2026.
Stone House Investment Management bought 214 Altria Group shares in Q1 2026, an estimated $13.8K.
Altria Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #262 holding.
Stone House Investment Management first reported a position in Altria Group in Q1 2023 and has held it in 8 quarters since.
Stone House Investment Management's Altria Group position peaked at $60.5K in Q2 2023.
2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.