Tacita Capital’s Altria Group MO Stock Holding History

Tacita 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	$72.6K	Hold	1,100	–	–	0.04%	121
2025 Q4	$63.4K	Sell	1,100 -87	-7%	-$5.25K	0.04%	131
2025 Q3	$78.4K	Hold	1,187	–	–	0.05%	115
2025 Q2	$69.6K	Hold	1,187	–	–	0.04%	117
2025 Q1	$71.2K	Buy	1,187 +175	+17%	+$9.55K	0.05%	110
2024 Q4	$52.9K	Sell	1,012 -600	-37%	-$32K	0.04%	122
2024 Q3	$82.3K	Buy	1,612 +127	+9%	+$6.42K	0.05%	116
2024 Q2	$67.6K	Hold	1,485	–	–	0.05%	125
2024 Q1	$64.8K	Buy	1,485 +125	+9%	+$5.18K	0.04%	131
2023 Q4	$54.9K	Sell	1,360 -430	-24%	-$17.8K	0.04%	138
2023 Q3	$75.3K	Buy	1,790 +430	+32%	+$19K	0.06%	117
2023 Q2	$62K	Hold	1,360	–	–	0.05%	126
2023 Q1	$61K	Hold	1,360	–	–	0.05%	120
2022 Q4	$62K	Hold	1,360	–	–	0.05%	111
2022 Q3	$55K	Sell	1,360 -60	-4%	-$2.62K	0.04%	110
2022 Q2	$59K	Hold	1,420	–	–	0.04%	119
2022 Q1	$74K	Buy	1,420 +395	+39%	+$20.1K	0.04%	117
2021 Q4	$49K	Hold	1,025	–	–	0.03%	150
2021 Q3	$47K	Sell	1,025 -400	-28%	-$19.3K	0.03%	147
2021 Q2	$68K	Hold	1,425	–	–	0.04%	118
2021 Q1	$73K	Hold	1,425	–	–	0.05%	127
2020 Q4	$58K	Buy	+1,425	New	+$57.2K	0.04%	141

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

Tacita Capital's MO Position: Q1 2026 in Review

Tacita Capital held its Altria Group (MO) position steady in Q1 2026 at 1,100 shares worth $72.6K. The position accounts for 0.04% of the portfolio, ranked #121.

Tacita Capital first reported a position in MO in Q4 2020 and has held it in 22 quarters since. The position peaked at $82.3K in Q3 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Tacita Capital held 1,100 shares of Altria Group worth $72.6K as of Q1 2026.
Tacita Capital left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #121 holding.
Tacita Capital first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's Altria Group position peaked at $82.3K in Q3 2024.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.