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Syon Capital’s Altria Group MO Stock Holding History

Syon 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 		$1.44M Sell
21,769
-2,152
-9% -$138K 0.07% 209
2025
Q4 		$1.38M Buy
23,921
+1,182
+5% +$71.4K 0.07% 215
2025
Q3 		$1.5M Buy
22,739
+4,919
+28% +$312K 0.08% 164
2025
Q2 		$1.04M Buy
17,820
+3,296
+23% +$194K 0.07% 203
2025
Q1 		$872K Buy
14,524
+446
+3% +$24.4K 0.07% 207
2024
Q4 		$736K Sell
14,078
-763
-5% -$40.6K 0.07% 204
2024
Q3 		$757K Sell
14,841
-120
-0.8% -$6.07K 0.07% 211
2024
Q2 		$681K Sell
14,961
-1,073
-7% -$47.6K 0.06% 210
2024
Q1 		$699K Buy
16,034
+2,174
+16% +$90.1K 0.07% 213
2023
Q4 		$559K Buy
13,860
+5,373
+63% +$222K 0.02% 381
2023
Q3 		$357K Buy
+8,487
New +$375K 0.04% 243

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

Syon Capital's MO Position: Q1 2026 in Review

Syon Capital reduced its Altria Group (MO) stake by 9% in Q1 2026, selling an estimated $138K and leaving 21,769 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #209.

Syon Capital first reported a position in MO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Syon Capital held 21,769 shares of Altria Group worth $1.44M as of Q1 2026.
  • Syon Capital sold 2,152 Altria Group shares in Q1 2026, an estimated $138K.
  • Altria Group made up 0.07% of Syon Capital's portfolio in Q1 2026, its #209 holding.
  • Syon Capital first reported a position in Altria Group in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Altria Group position peaked at $1.5M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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