Tarbox Family Office’s Altria Group MO Stock Holding History

Tarbox Family Office’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	$290K	Sell	4,399 -505	-10%	-$32.5K	0.05%	88
2025 Q4	$283K	Sell	4,904 -183	-4%	-$11.1K	0.05%	95
2025 Q3	$336K	Buy	5,087 +20	+0.4%	+$1.27K	0.05%	94
2025 Q2	$297K	Buy	5,067 +11	+0.2%	+$646	0.04%	97
2025 Q1	$303K	Buy	5,056 +10	+0.2%	+$546	0.05%	94
2024 Q4	$264K	Buy	5,046 +26	+0.5%	+$1.39K	0.04%	101
2024 Q3	$256K	Buy	5,020 +265	+6%	+$13.4K	0.04%	103
2024 Q2	$217K	Hold	4,755	–	–	0.04%	103
2024 Q1	$207K	Buy	+4,755	New	+$197K	0.04%	102
2023 Q4	–	Sell	-4,800	Closed	-$202K	–	102
2023 Q3	$202K	Hold	4,800	–	–	0.04%	99
2023 Q2	$217K	Hold	4,800	–	–	0.04%	95
2023 Q1	$214K	Hold	4,800	–	–	0.04%	96
2022 Q4	$219K	Buy	+4,800	New	+$217K	0.05%	91
2022 Q2	–	Sell	-4,762	Closed	-$249K	–	646
2022 Q1	$249K	Sell	4,762 -529	-10%	-$26.9K	0.05%	85
2021 Q4	$251K	Hold	5,291	–	–	0.04%	116
2021 Q3	$241K	Hold	5,291	–	–	0.04%	122
2021 Q2	$252K	Sell	5,291 -63	-1%	-$3.1K	0.05%	125
2021 Q1	$274K	Hold	5,354	–	–	0.05%	108
2020 Q4	$220K	Buy	5,354 +19	+0.4%	+$763	0.05%	115
2020 Q3	$206K	Sell	5,335 -11	-0.2%	-$458	0.05%	113
2020 Q2	$210K	Buy	5,346 +1,061	+25%	+$41.4K	0.05%	110
2020 Q1	$166K	Sell	4,285 -2,261	-35%	-$100K	0.05%	115
2019 Q4	$327K	Buy	6,546 +45	+0.7%	+$2.12K	0.09%	86
2019 Q3	$266K	Sell	6,501 -89	-1%	-$4.09K	0.08%	75
2019 Q2	$312K	Buy	6,590 +203	+3%	+$10.6K	0.1%	67
2019 Q1	$367K	Sell	6,387 -31	-0.5%	-$1.58K	0.13%	56
2018 Q4	$317K	Sell	6,418 -69	-1%	-$4K	0.13%	57
2018 Q3	$391K	Buy	6,487 +7	+0.1%	+$416	0.14%	53
2018 Q2	$368K	Sell	6,480 -16	-0.2%	-$923	0.14%	54
2018 Q1	$405K	Sell	6,496 -87	-1%	-$5.76K	0.16%	48
2017 Q4	$470K	Buy	6,583 +63	+1%	+$4.22K	0.19%	44
2017 Q3	$414K	Buy	6,520 +38	+0.6%	+$2.53K	0.18%	42
2017 Q2	$483K	Sell	6,482 -750	-10%	-$54.9K	0.24%	31
2017 Q1	$517K	Buy	7,232 +2,426	+50%	+$176K	0.27%	32
2016 Q4	$325K	Sell	4,806 -30	-0.6%	-$1.93K	0.19%	35
2016 Q3	$306K	Sell	4,836 -722	-13%	-$48K	0.2%	36
2016 Q2	$383K	Buy	5,558 +15	+0.3%	+$961	0.27%	32
2016 Q1	$347K	Sell	5,543 -824	-13%	-$49.8K	0.26%	35
2015 Q4	$371K	Sell	6,367 -10	-0.2%	-$580	0.3%	31
2015 Q3	$347K	Buy	6,377 +2,318	+57%	+$124K	0.32%	30
2015 Q2	$199K	Hold	4,059	–	–	0.17%	49
2015 Q1	$203K	Hold	4,059	–	–	0.18%	51
2014 Q4	$200K	Sell	4,059 -2	-0%	-$97	0.19%	51
2014 Q3	$187K	Buy	4,061 +32	+0.8%	+$1.37K	0.17%	55
2014 Q2	$168K	Hold	4,029	–	–	0.15%	56
2014 Q1	$151K	Sell	4,029 -356	-8%	-$12.9K	0.13%	64
2013 Q4	$168K	Buy	+4,385	New	+$162K	0.14%	65

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

Tarbox Family Office's MO Position: Q1 2026 in Review

Tarbox Family Office reduced its Altria Group (MO) stake by 10% in Q1 2026, selling an estimated $32.5K and leaving 4,399 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #88.

Tarbox Family Office first reported a position in MO in Q4 2013 and has held it in 47 quarters since. The position peaked at $517K in Q1 2017. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Tarbox Family Office held 4,399 shares of Altria Group worth $290K as of Q1 2026.
Tarbox Family Office sold 505 Altria Group shares in Q1 2026, an estimated $32.5K.
Altria Group made up 0.05% of Tarbox Family Office's portfolio in Q1 2026, its #88 holding.
Tarbox Family Office first reported a position in Altria Group in Q4 2013 and has held it in 47 quarters since.
Tarbox Family Office's Altria Group position peaked at $517K in Q1 2017.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.