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
$8.9M Sell
134,800
-449,200
-77% -$28.9M ﹤0.01% 3487
2025
Q4
$33.7M Sell
584,000
-200
-0% -$12.1K 0.01% 2049
2025
Q3
$38.6M Buy
584,200
+103,100
+21% +$6.53M 0.01% 1888
2025
Q2
$28.2M Sell
481,100
-241,300
-33% -$14.2M ﹤0.01% 2036
2025
Q1
$43.4M Sell
722,400
-339,000
-32% -$18.5M 0.01% 1614
2024
Q4
$55.5M Buy
1,061,400
+297,700
+39% +$15.9M 0.01% 1371
2024
Q3
$39M Buy
763,700
+200,300
+36% +$10.1M 0.01% 1334
2024
Q2
$25.7M Buy
563,400
+2,600
+0.5% +$115K 0.01% 1483
2024
Q1
$24.5M Sell
560,800
-160,700
-22% -$6.66M 0.01% 1530
2023
Q4
$29.1M Buy
721,500
+2,500
+0.3% +$103K 0.01% 1330
2023
Q3
$30.2M Buy
719,000
+60,000
+9% +$2.65M 0.01% 1173
2023
Q2
$29.9M Sell
659,000
-16,000
-2% -$725K 0.01% 1155
2023
Q1
$30.1M Buy
675,000
+241,900
+56% +$11.1M 0.01% 1089
2022
Q4
$19.8M Sell
433,100
-148,000
-25% -$6.7M 0.01% 1421
2022
Q3
$23.5M Buy
581,100
+85,000
+17% +$3.71M 0.01% 1163
2022
Q2
$20.7M Buy
496,100
+251,300
+103% +$13M 0.01% 1287
2022
Q1
$12.8M Buy
244,800
+100,700
+70% +$5.13M ﹤0.01% 1749
2021
Q4
$6.83M Buy
144,100
+26,800
+23% +$1.23M ﹤0.01% 2505
2021
Q3
$5.34M Buy
117,300
+10,000
+9% +$483K ﹤0.01% 2600
2021
Q2
$5.12M Sell
107,300
-2,800
-3% -$138K ﹤0.01% 2656
2021
Q1
$5.63M Sell
110,100
-129,600
-54% -$5.81M ﹤0.01% 2469
2020
Q4
$9.83M Buy
239,700
+16,500
+7% +$663K ﹤0.01% 1861
2020
Q3
$8.62M Sell
223,200
-18,500
-8% -$770K ﹤0.01% 1742
2020
Q2
$9.49M Sell
241,700
-21,900
-8% -$854K ﹤0.01% 1548
2020
Q1
$10.2M Buy
263,600
+40,000
+18% +$1.78M ﹤0.01% 1397
2019
Q4
$11.2M Buy
223,600
+42,700
+24% +$2.01M ﹤0.01% 1856
2019
Q3
$7.4M Buy
180,900
+59,800
+49% +$2.75M ﹤0.01% 2019
2019
Q2
$5.73M Sell
121,100
-1,009,400
-89% -$52.9M ﹤0.01% 2210
2019
Q1
$64.9M Sell
1,130,500
-806,400
-42% -$41.2M 0.03% 516
2018
Q4
$95.7M Buy
1,936,900
+603,200
+45% +$34.9M 0.04% 379
2018
Q3
$80.4M Buy
1,333,700
+1,015,400
+319% +$60.3M 0.03% 481
2018
Q2
$18.1M Buy
318,300
+111,100
+54% +$6.41M 0.01% 1243
2018
Q1
$12.9M Sell
207,200
-16,400
-7% -$1.09M 0.01% 1478
2017
Q4
$16M Sell
223,600
-3,700
-2% -$248K 0.01% 1350
2017
Q3
$14.4M Buy
227,300
+3,900
+2% +$260K 0.01% 1334
2017
Q2
$16.6M Buy
223,400
+133,200
+148% +$9.75M 0.01% 1162
2017
Q1
$6.44M Sell
90,200
-45,800
-34% -$3.31M ﹤0.01% 1857
2016
Q4
$9.2M Buy
136,000
+37,300
+38% +$2.4M 0.01% 1565
2016
Q3
$6.24M Buy
98,700
+50,500
+105% +$3.36M ﹤0.01% 1828
2016
Q2
$3.32M Sell
48,200
-185,300
-79% -$11.9M ﹤0.01% 2347
2016
Q1
$14.6M Buy
233,500
+13,400
+6% +$810K 0.01% 1081
2015
Q4
$12.8M Buy
220,100
+157,800
+253% +$9.15M 0.01% 1230
2015
Q3
$3.39M Hold
62,300
﹤0.01% 2262
2015
Q2
$3.05M Buy
62,300
+42,200
+210% +$2.14M ﹤0.01% 2574
2015
Q1
$1M Sell
20,100
-203,700
-91% -$10.8M ﹤0.01% 3575
2014
Q4
$11M Buy
+223,800
New +$10.9M 0.01% 1424

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.