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TFB Advisors’s Altria Group MO Stock Holding History

TFB Advisors’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 		$477K Sell
7,221
-1,601
-18% -$103K 0.25% 88
2025
Q4 		$509K Sell
8,822
-94
-1% -$5.68K 0.14% 155
2025
Q3 		$583K Sell
8,916
-1,821
-17% -$115K 0.17% 143
2025
Q2 		$630K Buy
10,737
+23
+0.2% +$1.35K 0.16% 142
2025
Q1 		$643K Buy
10,714
+138
+1% +$7.53K 0.19% 131
2024
Q4 		$553K Buy
10,576
+522
+5% +$27.8K 0.16% 146
2024
Q3 		$513K Buy
10,054
+269
+3% +$13.6K 0.15% 154
2024
Q2 		$446K Buy
9,785
+86
+0.9% +$3.81K 0.15% 162
2024
Q1 		$425K Buy
+9,699
New +$402K 0.15% 153
2023
Q4 		– Sell
-8,426
Closed -$354K – 187
2023
Q3 		$354K Buy
8,426
+3,706
+79% +$164K 0.43% 69
2023
Q2 		$214K Buy
+4,720
New +$214K 0.09% 213

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

TFB Advisors's MO Position: Q1 2026 in Review

TFB Advisors reduced its Altria Group (MO) stake by 18% in Q1 2026, selling an estimated $103K and leaving 7,221 shares worth $477K. The position accounts for 0.25% of the portfolio, ranked #88.

TFB Advisors first reported a position in MO in Q2 2023 and has held it in 11 quarters since. The position peaked at $643K in Q1 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • TFB Advisors held 7,221 shares of Altria Group worth $477K as of Q1 2026.
  • TFB Advisors sold 1,601 Altria Group shares in Q1 2026, an estimated $103K.
  • Altria Group made up 0.25% of TFB Advisors's portfolio in Q1 2026, its #88 holding.
  • TFB Advisors first reported a position in Altria Group in Q2 2023 and has held it in 11 quarters since.
  • TFB Advisors's Altria Group position peaked at $643K in Q1 2025.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.