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SummitTX Capital’s Altria Group MO Stock Holding History

SummitTX Capital’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
-47,070
Closed -$2.71M – 892
2025
Q4 		$2.71M Buy
+47,070
New +$2.84M 0.08% 259
2025
Q3 		– Sell
-3,612
Closed -$212K – 903
2025
Q2 		$212K Sell
3,612
-91,605
-96% -$5.38M 0.01% 688
2025
Q1 		$5.71M Buy
+95,217
New +$5.2M 0.25% 97

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

SummitTX Capital's MO Position: Q1 2026 in Review

SummitTX Capital sold out of Altria Group (MO) in Q1 2026, closing a stake of 47,070 shares — an estimated $2.71M sold.

SummitTX Capital first reported a position in MO in Q1 2025 and held it in 3 quarters. The position peaked at $5.71M in Q1 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • SummitTX Capital reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 47,070 Altria Group shares in Q1 2026, an estimated $2.71M.
  • SummitTX Capital first reported a position in Altria Group in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Altria Group position peaked at $5.71M in Q1 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.