tru Independence’s Altria Group MO Stock Holding History

tru Independence’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	$227K	Buy	+3,434	New	+$221K	0.11%	94
2025 Q4	–	Sell	-3,110	Closed	-$205K	–	137
2025 Q3	$205K	Buy	+3,110	New	+$197K	0.05%	124
2022 Q2	–	Sell	-4,528	Closed	-$237K	–	197
2022 Q1	$237K	Buy	+4,528	New	+$231K	0.06%	136
2021 Q3	–	Sell	-2,617	Closed	-$125K	–	286
2021 Q2	$125K	Buy	+2,617	New	+$129K	0.04%	114
2021 Q1	–	Sell	-4,191	Closed	-$171	–	542
2020 Q4	$171	Buy	4,191 +2,551	+156%	+$102K	﹤0.01%	435
2020 Q3	$63K	Sell	1,640 -33,639	-95%	-$1.4M	0.02%	200
2020 Q2	$1.39K	Buy	35,279 +1,701	+5%	+$66.4K	0.2%	88
2020 Q1	$1.3K	Hold	33,578	–	–	0.21%	87
2019 Q4	$1.3M	Buy	+33,578	New	+$1.58M	0.19%	101

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

tru Independence's MO Position: Q1 2026 in Review

tru Independence opened a new position in Altria Group (MO) in Q1 2026: 3,434 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #94 among its holdings. This is a return to the name: tru Independence previously reported a position in MO as recently as Q3 2025.

tru Independence first reported a position in MO in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2019. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

tru Independence held 3,434 shares of Altria Group worth $227K as of Q1 2026.
Altria Group was a new tru Independence position in Q1 2026.
Altria Group made up 0.11% of tru Independence's portfolio in Q1 2026, its #94 holding.
tru Independence first reported a position in Altria Group in Q4 2019 and has held it in 9 quarters since.
tru Independence's Altria Group position peaked at $1.3M in Q4 2019.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.