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Sweeney & Michel’s Altria Group MO Stock Holding History

Sweeney & Michel’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 		$274K Hold
4,099
– – 0.08% 127
2025
Q4 		$270K Buy
4,099
+44
+1% +$2.66K 0.08% 124
2025
Q3 		$270K Buy
4,055
+45
+1% +$2.85K 0.09% 112
2025
Q2 		$232K Sell
4,010
-421
-10% -$24.7K 0.08% 118
2025
Q1 		$246K Buy
+4,431
New +$242K 0.11% 109
2024
Q3 		$213K Buy
+4,299
New +$217K 0.08% 113

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

Sweeney & Michel's MO Position: Q1 2026 in Review

Sweeney & Michel held its Altria Group (MO) position steady in Q1 2026 at 4,099 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #127.

Sweeney & Michel first reported a position in MO in Q3 2024 and has held it in 6 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sweeney & Michel held 4,099 shares of Altria Group worth $274K as of Q1 2026.
  • Sweeney & Michel left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.08% of Sweeney & Michel's portfolio in Q1 2026, its #127 holding.
  • Sweeney & Michel first reported a position in Altria Group in Q3 2024 and has held it in 6 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.