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Swan Capital’s Altria Group MO Stock Holding History

Swan 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 		$6.93K Buy
105
+30
+40% +$1.93K ﹤0.01% 233
2025
Q4 		$4.33K Hold
75
– – ﹤0.01% 249
2025
Q3 		$4.96K Sell
75
-100
-57% -$6.33K ﹤0.01% 226
2025
Q2 		$10.3K Buy
175
+100
+133% +$5.87K ﹤0.01% 160
2025
Q1 		$4.5K Hold
75
– – ﹤0.01% 194
2024
Q4 		$3.92K Hold
75
– – ﹤0.01% 191
2024
Q3 		$3.83K Sell
75
-75
-50% -$3.79K ﹤0.01% 192
2024
Q2 		$6.83K Buy
+150
New +$6.66K ﹤0.01% 142

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

Swan Capital's MO Position: Q1 2026 in Review

Swan Capital increased its Altria Group (MO) stake by 40% in Q1 2026, buying an estimated $1.93K and bringing the position to 105 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Swan Capital first reported a position in MO in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.3K in Q2 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Swan Capital held 105 shares of Altria Group worth $6.93K as of Q1 2026.
  • Swan Capital bought 30 Altria Group shares in Q1 2026, an estimated $1.93K.
  • Altria Group made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #233 holding.
  • Swan Capital first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Altria Group position peaked at $10.3K in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.