Syverson Strege & Co’s Altria Group MO Stock Holding History

Syverson Strege & Co’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	$394K	Buy	5,970 +636	+12%	+$40.9K	0.09%	93
2025 Q4	$308K	Sell	5,334 -654	-11%	-$39.5K	0.07%	115
2025 Q3	$396K	Sell	5,988 -451	-7%	-$28.6K	0.09%	84
2025 Q2	$377K	Buy	+6,439	New	+$378K	0.09%	92
2023 Q2	–	Sell	-100	Closed	-$4.46K	–	405
2023 Q1	$4.46K	Hold	100	–	–	﹤0.01%	355
2022 Q4	$4.57K	Hold	100	–	–	﹤0.01%	228
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	226
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	272
2022 Q1	$5K	Hold	100	–	–	0.01%	242
2021 Q4	$5K	Buy	+100	New	+$4.58K	﹤0.01%	234
2021 Q2	–	Sell	-169	Closed	-$9K	–	282
2021 Q1	$9K	Buy	169 +4	+2%	+$179	0.01%	197
2020 Q4	$7K	Buy	+165	New	+$6.63K	0.01%	190

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's MO Position: Q1 2026 in Review

Syverson Strege & Co increased its Altria Group (MO) stake by 12% in Q1 2026, buying an estimated $40.9K and bringing the position to 5,970 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #93.

Syverson Strege & Co first reported a position in MO in Q4 2020 and has held it in 12 quarters since. The position peaked at $396K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Syverson Strege & Co held 5,970 shares of Altria Group worth $394K as of Q1 2026.
Syverson Strege & Co bought 636 Altria Group shares in Q1 2026, an estimated $40.9K.
Altria Group made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #93 holding.
Syverson Strege & Co first reported a position in Altria Group in Q4 2020 and has held it in 12 quarters since.
Syverson Strege & Co's Altria Group position peaked at $396K in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.