Ted Buchan & Co’s Altria Group MO Stock Holding History

Ted Buchan & 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	$1.17M	Buy	17,708 +253	+1%	+$16.3K	0.42%	47
2025 Q4	$1.01M	Sell	17,455 -363	-2%	-$21.9K	0.37%	53
2025 Q3	$1.18M	Buy	17,818 +1,148	+7%	+$72.7K	0.46%	49
2025 Q2	$977K	Buy	16,670 +2,237	+15%	+$131K	0.39%	53
2025 Q1	$866K	Buy	14,433 +156	+1%	+$8.52K	0.41%	50
2024 Q4	$747K	Buy	14,277 +2,075	+17%	+$111K	0.35%	49
2024 Q3	$623K	Buy	12,202 +492	+4%	+$24.9K	0.3%	55
2024 Q2	$533K	Buy	11,710 +1,641	+16%	+$72.8K	0.29%	54
2024 Q1	$439K	Buy	10,069 +3,213	+47%	+$133K	0.27%	60
2023 Q4	$277K	Sell	6,856 -1,354	-16%	-$56K	0.2%	69
2023 Q3	$345K	Sell	8,210 -453	-5%	-$20K	0.28%	58
2023 Q2	$392K	Buy	8,663 +882	+11%	+$39.9K	0.3%	55
2023 Q1	$347K	Buy	+7,781	New	+$358K	0.29%	56

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

Ted Buchan & Co's MO Position: Q1 2026 in Review

Ted Buchan & Co increased its Altria Group (MO) stake by 1.4% in Q1 2026, buying an estimated $16.3K and bringing the position to 17,708 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #47.

Ted Buchan & Co first reported a position in MO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Ted Buchan & Co held 17,708 shares of Altria Group worth $1.17M as of Q1 2026.
Ted Buchan & Co bought 253 Altria Group shares in Q1 2026, an estimated $16.3K.
Altria Group made up 0.42% of Ted Buchan & Co's portfolio in Q1 2026, its #47 holding.
Ted Buchan & Co first reported a position in Altria Group in Q1 2023 and has held it in 13 quarters since.
Ted Buchan & Co's Altria Group position peaked at $1.18M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.