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Tidal Investments’s Altria Group MO Stock Holding History

Tidal Investments’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 		$12.4M Buy
188,559
+43,676
+30% +$2.81M 0.03% 485
2025
Q4 		$8.35M Buy
144,883
+10,338
+8% +$624K 0.02% 497
2025
Q3 		$8.89M Sell
134,545
-16,781
-11% -$1.06M 0.02% 464
2025
Q2 		$8.87M Buy
151,326
+12,662
+9% +$744K 0.05% 336
2025
Q1 		$8.32M Sell
138,664
-58,677
-30% -$3.2M 0.07% 296
2024
Q4 		$10.3M Sell
197,341
-21,462
-10% -$1.14M 0.08% 270
2024
Q3 		$11.2M Buy
218,803
+21,128
+11% +$1.07M 0.12% 156
2024
Q2 		$9M Sell
197,675
-4,120
-2% -$183K 0.12% 152
2024
Q1 		$8.8M Buy
201,795
+73,310
+57% +$3.04M 0.15% 134
2023
Q4 		$5.18M Sell
128,485
-20,664
-14% -$855K 0.12% 142
2023
Q3 		$6.27M Buy
149,149
+38,954
+35% +$1.72M 0.19% 90
2023
Q2 		$4.99M Sell
110,195
-1,713
-2% -$77.6K 0.15% 123
2023
Q1 		$4.99M Buy
111,908
+13,453
+14% +$618K 0.16% 123
2022
Q4 		$4.5M Buy
98,455
+6,580
+7% +$298K 0.17% 127
2022
Q3 		$3.71M Buy
91,875
+4,092
+5% +$179K 0.15% 123
2022
Q2 		$3.67M Sell
87,783
-7,506
-8% -$389K 0.13% 139
2022
Q1 		$4.98M Buy
95,289
+32,767
+52% +$1.67M 0.15% 114
2021
Q4 		$2.96M Buy
62,522
+5,176
+9% +$237K 0.09% 170
2021
Q3 		$2.67M Buy
57,346
+27,597
+93% +$1.33M 0.1% 146
2021
Q2 		$1.42M Buy
29,749
+3,891
+15% +$191K 0.06% 215
2021
Q1 		$1.32M Buy
25,858
+6,791
+36% +$304K 0.06% 156
2020
Q4 		$782K Buy
+19,067
New +$766K 0.05% 173
2020
Q3 		– Sell
-14,400
Closed -$565K – 292
2020
Q2 		$565K Buy
+14,400
New +$562K 0.08% 150

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

Tidal Investments's MO Position: Q1 2026 in Review

Tidal Investments increased its Altria Group (MO) stake by 30% in Q1 2026, buying an estimated $2.81M and bringing the position to 188,559 shares worth $12.4M. The position accounts for 0.03% of the portfolio, ranked #485.

Tidal Investments first reported a position in MO in Q2 2020 and has held it in 23 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Tidal Investments held 188,559 shares of Altria Group worth $12.4M as of Q1 2026.
  • Tidal Investments bought 43,676 Altria Group shares in Q1 2026, an estimated $2.81M.
  • Altria Group made up 0.03% of Tidal Investments's portfolio in Q1 2026, its #485 holding.
  • Tidal Investments first reported a position in Altria Group in Q2 2020 and has held it in 23 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.