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Syntax Research’s Altria Group MO Stock Holding History

Syntax Research’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
-250
Closed -$14.4K – 179
2025
Q4 		$14.4K Hold
250
– – 0.01% 134
2025
Q3 		$16.5K Hold
250
– – 0.01% 128
2025
Q2 		$14.7K Hold
250
– – 0.01% 123
2025
Q1 		$15K Hold
250
– – 0.01% 128
2024
Q4 		$13.1K Hold
250
– – 0.01% 133
2024
Q3 		$12.8K Hold
250
– – 0.01% 142
2024
Q2 		$11.4K Hold
250
– – 0.01% 131
2024
Q1 		$10.9K Hold
250
– – 0.01% 134
2023
Q4 		$10.1K Hold
250
– – 0.01% 134
2023
Q3 		$10.5K Buy
+250
New +$11K 0.01% 138

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Syntax Research's MO Position: Q1 2026 in Review

Syntax Research sold out of Altria Group (MO) in Q1 2026, closing a stake of 250 shares — an estimated $14.4K sold.

Syntax Research first reported a position in MO in Q3 2023 and held it in 10 quarters. The position peaked at $16.5K in Q3 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Syntax Research reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Syntax Research sold 250 Altria Group shares in Q1 2026, an estimated $14.4K.
  • Syntax Research first reported a position in Altria Group in Q3 2023 and held it in 10 quarters.
  • Syntax Research's Altria Group position peaked at $16.5K in Q3 2025.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.