UBS Group’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.61M Buy
130,400
+25,300
+24% +$1.63M ﹤0.01% 3518
2025
Q4
$6.06M Sell
105,100
-50,700
-33% -$3.06M ﹤0.01% 3823
2025
Q3
$10.3M Sell
155,800
-76,400
-33% -$4.84M ﹤0.01% 3267
2025
Q2
$13.6M Buy
232,200
+86,500
+59% +$5.08M ﹤0.01% 2785
2025
Q1
$8.74M Sell
145,700
-284,300
-66% -$15.5M ﹤0.01% 3192
2024
Q4
$22.5M Sell
430,000
-181,700
-30% -$9.68M ﹤0.01% 2209
2024
Q3
$31.2M Buy
611,700
+180,800
+42% +$9.14M 0.01% 1491
2024
Q2
$19.6M Buy
430,900
+2,600
+0.6% +$115K ﹤0.01% 1691
2024
Q1
$18.7M Buy
428,300
+219,800
+105% +$9.11M ﹤0.01% 1750
2023
Q4
$8.41M Buy
208,500
+2,400
+1% +$99.3K ﹤0.01% 2249
2023
Q3
$8.67M Hold
206,100
﹤0.01% 2092
2023
Q2
$9.34M Sell
206,100
-16,000
-7% -$725K ﹤0.01% 2005
2023
Q1
$9.91M Sell
222,100
-37,900
-15% -$1.74M ﹤0.01% 1895
2022
Q4
$11.9M Hold
260,000
﹤0.01% 1799
2022
Q3
$10.5M Buy
260,000
+30,000
+13% +$1.31M ﹤0.01% 1746
2022
Q2
$9.61M Buy
230,000
+110,000
+92% +$5.7M ﹤0.01% 1848
2022
Q1
$6.27M Buy
120,000
+108,700
+962% +$5.54M ﹤0.01% 2322
2021
Q4
$536K Hold
11,300
﹤0.01% 4925
2021
Q3
$514K Hold
11,300
﹤0.01% 4715
2021
Q2
$539K Sell
11,300
-15,700
-58% -$771K ﹤0.01% 4668
2021
Q1
$1.38M Sell
27,000
-106,500
-80% -$4.77M ﹤0.01% 3923
2020
Q4
$5.47M Buy
+133,500
New +$5.36M ﹤0.01% 2359
2020
Q3
Sell
-19,100
Closed -$750K 8258
2020
Q2
$750K Sell
19,100
-56,000
-75% -$2.18M ﹤0.01% 3770
2020
Q1
$2.9M Buy
75,100
+6,600
+10% +$293K ﹤0.01% 2402
2019
Q4
$3.42M Buy
68,500
+27,000
+65% +$1.27M ﹤0.01% 2982
2019
Q3
$1.7M Sell
41,500
-133,100
-76% -$6.12M ﹤0.01% 3460
2019
Q2
$8.27M Sell
174,600
-85,300
-33% -$4.47M ﹤0.01% 1917
2019
Q1
$14.9M Sell
259,900
-171,900
-40% -$8.79M 0.01% 1349
2018
Q4
$21.3M Buy
431,800
+179,900
+71% +$10.4M 0.01% 1040
2018
Q3
$15.2M Sell
251,900
-648,000
-72% -$38.5M 0.01% 1417
2018
Q2
$51.1M Sell
899,900
-962,700
-52% -$55.5M 0.02% 641
2018
Q1
$116M Buy
1,862,600
+1,665,000
+843% +$110M 0.05% 345
2017
Q4
$14.1M Sell
197,600
-127,200
-39% -$8.52M 0.01% 1448
2017
Q3
$20.6M Buy
324,800
+43,600
+16% +$2.91M 0.01% 1088
2017
Q2
$20.9M Sell
281,200
-609,200
-68% -$44.6M 0.01% 1017
2017
Q1
$63.6M Buy
890,400
+659,100
+285% +$47.7M 0.03% 465
2016
Q4
$15.6M Buy
231,300
+100,400
+77% +$6.47M 0.01% 1182
2016
Q3
$8.28M Buy
130,900
+79,200
+153% +$5.26M ﹤0.01% 1575
2016
Q2
$3.56M Buy
51,700
+6,500
+14% +$416K ﹤0.01% 2275
2016
Q1
$2.83M Sell
45,200
-80,900
-64% -$4.89M ﹤0.01% 2372
2015
Q4
$7.34M Buy
126,100
+122,800
+3,721% +$7.12M ﹤0.01% 1653
2015
Q3
$180K Sell
3,300
-271,500
-99% -$14.6M ﹤0.01% 4720
2015
Q2
$13.4M Buy
274,800
+233,800
+570% +$11.9M 0.01% 1247
2015
Q1
$2.05M Buy
41,000
+28,500
+228% +$1.51M ﹤0.01% 2904
2014
Q4
$616K Buy
+12,500
New +$609K ﹤0.01% 4006

Other funds holding MO

UBS Group's MO Position: Q1 2026 in Review

UBS Group reduced its Altria Group (MO) stake by 9.4% in Q1 2026, selling an estimated $50.5M and leaving 7,559,011 shares worth $499M. The position accounts for 0.07% of the portfolio, ranked #269.

UBS Group first reported a position in MO in Q4 2014 and has held it in 46 quarters since. The position peaked at $710M in Q1 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • UBS Group held 7,559,011 shares of Altria Group worth $499M as of Q1 2026.
  • UBS Group sold 784,795 Altria Group shares in Q1 2026, an estimated $50.5M.
  • Altria Group made up 0.07% of UBS Group's portfolio in Q1 2026, its #269 holding.
  • UBS Group first reported a position in Altria Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Altria Group position peaked at $710M in Q1 2025.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.