Tortoise Investment Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-854
| Closed | -$56.4K | – | 960 |
|
|
2025
Q3 | $56.4K | Buy |
854
+29
| +4% | +$1.84K | 0.01% | 375 |
|
|
2025
Q2 | $48.4K | Buy |
825
+93
| +13% | +$5.46K | ﹤0.01% | 386 |
|
|
2025
Q1 | $43.9K | Buy |
732
+4
| +0.5% | +$218 | ﹤0.01% | 393 |
|
|
2024
Q4 | $38K | Buy |
728
+5
| +0.7% | +$266 | ﹤0.01% | 463 |
|
|
2024
Q3 | $36.9K | Buy |
723
+4
| +0.6% | +$202 | ﹤0.01% | 465 |
|
|
2024
Q2 | $32.7K | Buy |
719
+5
| +0.7% | +$222 | ﹤0.01% | 456 |
|
|
2024
Q1 | $31.1K | Buy |
714
+5
| +0.7% | +$207 | ﹤0.01% | 450 |
|
|
2023
Q4 | $28.6K | Sell |
709
-151
| -18% | -$6.25K | ﹤0.01% | 446 |
|
|
2023
Q3 | $36.2K | Buy |
860
+4
| +0.5% | +$177 | 0.01% | 381 |
|
|
2023
Q2 | $38.8K | Buy |
856
+200
| +30% | +$9.06K | 0.01% | 370 |
|
|
2023
Q1 | $29.3K | Hold |
656
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $30K | Hold |
656
| – | – | 0.01% | 397 |
|
|
2022
Q3 | $26K | Hold |
656
| – | – | 0.01% | 397 |
|
|
2022
Q2 | $27K | Sell |
656
-266
| -29% | -$13.8K | 0.01% | 385 |
|
|
2022
Q1 | $48K | Buy |
922
+266
| +41% | +$13.5K | 0.01% | 312 |
|
|
2021
Q4 | $31K | Hold |
656
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $30K | Hold |
656
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $31K | Hold |
656
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $34K | Hold |
656
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $27K | Hold |
656
| – | – | 0.01% | 299 |
|
|
2020
Q3 | $25K | Hold |
656
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $26K | Hold |
656
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $25K | Sell |
656
-998
| -60% | -$44.3K | 0.01% | 274 |
|
|
2019
Q4 | $83K | Buy |
1,654
+650
| +65% | +$30.7K | 0.02% | 203 |
|
|
2019
Q3 | $41K | Sell |
1,004
-918
| -48% | -$42.2K | 0.01% | 253 |
|
|
2019
Q2 | $91K | Buy |
1,922
+125
| +7% | +$6.55K | 0.02% | 197 |
|
|
2019
Q1 | $103K | Hold |
1,797
| – | – | 0.03% | 185 |
|
|
2018
Q4 | $89K | Hold |
1,797
| – | – | 0.02% | 189 |
|
|
2018
Q3 | $108K | Hold |
1,797
| – | – | 0.03% | 180 |
|
|
2018
Q2 | $102K | Hold |
1,797
| – | – | 0.03% | 179 |
|
|
2018
Q1 | $112K | Hold |
1,797
| – | – | 0.03% | 172 |
|
|
2017
Q4 | $128K | Sell |
1,797
-74
| -4% | -$4.96K | 0.04% | 165 |
|
|
2017
Q3 | $119K | Hold |
1,871
| – | – | 0.04% | 163 |
|
|
2017
Q2 | $139K | Buy |
1,871
+34
| +2% | +$2.49K | 0.04% | 136 |
|
|
2017
Q1 | $131K | Buy |
1,837
+83
| +5% | +$6.01K | 0.04% | 130 |
|
|
2016
Q4 | $119K | Hold |
1,754
| – | – | 0.04% | 132 |
|
|
2016
Q3 | $111K | Buy |
1,754
+100
| +6% | +$6.64K | 0.04% | 126 |
|
|
2016
Q2 | $114K | Buy |
1,654
+348
| +27% | +$22.3K | 0.04% | 126 |
|
|
2016
Q1 | $82K | Sell |
1,306
-395
| -23% | -$23.9K | 0.03% | 158 |
|
|
2015
Q4 | $99K | Buy |
1,701
+156
| +10% | +$9.04K | 0.04% | 146 |
|
|
2015
Q3 | $84K | Hold |
1,545
| – | – | 0.03% | 160 |
|
|
2015
Q2 | $76K | Hold |
1,545
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $77K | Hold |
1,545
| – | – | 0.03% | 179 |
|
|
2014
Q4 | $76K | Buy |
1,545
+45
| +3% | +$2.19K | 0.03% | 181 |
|
|
2014
Q3 | $69K | Sell |
1,500
-39
| -3% | -$1.67K | 0.03% | 183 |
|
|
2014
Q2 | $65K | Buy |
1,539
+1,039
| +208% | +$41.8K | 0.03% | 188 |
|
|
2014
Q1 | $19K | Hold |
500
| – | – | 0.01% | 232 |
|
|
2013
Q4 | $19K | Sell |
500
-615
| -55% | -$22.7K | 0.01% | 221 |
|
|
2013
Q3 | $38K | Hold |
1,115
| – | – | 0.02% | 168 |
|
|
2013
Q2 | $39K | Buy |
+1,115
| New | +$40.1K | 0.03% | 158 |
|
Other funds holding MO
Tortoise Investment Management's MO Position: Q4 2025 in Review
Tortoise Investment Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 854 shares — an estimated $56.4K sold.
Tortoise Investment Management first reported a position in MO in Q2 2013 and held it in 50 quarters. The position peaked at $139K in Q2 2017. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.
- Tortoise Investment Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 854 Altria Group shares in Q4 2025, an estimated $56.4K.
- Tortoise Investment Management first reported a position in Altria Group in Q2 2013 and held it in 50 quarters.
- Tortoise Investment Management's Altria Group position peaked at $139K in Q2 2017.
- 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.