Vestor Capital’s Altria Group MO Stock Holding History

Vestor Capital’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	$371K	Sell	5,624 -513,885	-99%	-$33.1M	0.03%	122
2025 Q4	$324K	Buy	519,509 +513,931	+9,214%	+$31M	0.02%	113
2025 Q3	$368K	Sell	5,578 -58,743	-91%	-$3.72M	0.02%	124
2025 Q2	$39.9M	Buy	64,321 +59,009	+1,111%	+$3.47M	2.99%	10
2025 Q1	$319K	Sell	5,312 -620	-10%	-$33.9K	0.03%	114
2024 Q4	$310K	Buy	5,932 +597	+11%	+$31.8K	0.02%	131
2024 Q3	$272K	Sell	5,335 -33	-0.6%	-$1.67K	0.02%	108
2024 Q2	$245K	Sell	5,368 -413	-7%	-$18.3K	0.02%	114
2024 Q1	$252K	Buy	5,781 +787	+16%	+$32.6K	0.02%	124
2023 Q4	$201K	Sell	4,994 -239	-5%	-$9.88K	0.02%	125
2023 Q3	$220K	Sell	5,233 -529	-9%	-$23.4K	0.02%	121
2023 Q2	$261K	Buy	5,762 +1,180	+26%	+$53.4K	0.03%	109
2023 Q1	$204K	Sell	4,582 -187	-4%	-$8.6K	0.02%	128
2022 Q4	$218K	Buy	4,769 +339	+8%	+$15.4K	0.03%	125
2022 Q3	$179K	Hold	4,430	–	–	0.02%	114
2022 Q2	$185K	Hold	4,430	–	–	0.02%	109
2022 Q1	$231K	Hold	4,430	–	–	0.02%	109
2021 Q4	$210K	Hold	4,430	–	–	0.02%	115
2021 Q3	$202K	Hold	4,430	–	–	0.02%	118
2021 Q2	$211K	Hold	4,430	–	–	0.02%	105
2021 Q1	$227K	Hold	4,430	–	–	0.03%	102
2020 Q4	$182K	Hold	4,430	–	–	0.02%	107
2020 Q3	$171K	Buy	+4,430	New	+$184K	0.02%	91
2020 Q1	$183K	Sell	4,730 -400	-8%	-$17.8K	0.04%	88
2019 Q4	$256K	Buy	5,130 +2,618	+104%	+$123K	0.04%	93
2019 Q3	$103K	Buy	2,512 +1,300	+107%	+$59.8K	0.02%	98
2019 Q2	$57K	Hold	1,212	–	–	0.01%	108
2019 Q1	$70K	Sell	1,212 -165	-12%	-$8.43K	0.01%	115
2018 Q4	$68K	Hold	1,377	–	–	0.01%	94
2018 Q3	$83K	Hold	1,377	–	–	0.02%	92
2018 Q2	$78K	Sell	1,377 -704	-34%	-$40.6K	0.02%	96
2018 Q1	$130K	Buy	2,081 +251	+14%	+$16.6K	0.03%	85
2017 Q4	$131K	Sell	1,830 -355	-16%	-$23.8K	0.03%	85
2017 Q3	$139K	Hold	2,185	–	–	0.03%	85
2017 Q2	$163K	Hold	2,185	–	–	0.04%	80
2017 Q1	$156K	Sell	2,185 -400	-15%	-$28.9K	0.03%	104
2016 Q4	$175K	Sell	2,585 -316	-11%	-$20.4K	0.05%	68
2016 Q3	$183K	Hold	2,901	–	–	0.05%	68
2016 Q2	$200K	Buy	2,901 +1,000	+53%	+$64K	0.06%	65
2016 Q1	$119K	Sell	1,901 -1,198	-39%	-$72.4K	0.03%	70
2015 Q4	$180K	Hold	3,099	–	–	0.05%	68
2015 Q3	$169K	Sell	3,099 -86	-3%	-$4.61K	0.05%	69
2015 Q2	$156K	Sell	3,185 -200	-6%	-$10.1K	0.05%	66
2015 Q1	$169K	Buy	3,385 +1,300	+62%	+$69K	0.06%	60
2014 Q4	$103K	Sell	2,085 -400	-16%	-$19.5K	0.03%	78
2014 Q3	$114K	Buy	+2,485	New	+$106K	0.04%	71

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

Vestor Capital's MO Position: Q1 2026 in Review

Vestor Capital reduced its Altria Group (MO) stake by 99% in Q1 2026, selling an estimated $33.1M and leaving 5,624 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #122.

Vestor Capital first reported a position in MO in Q3 2014 and has held it in 46 quarters since. The position peaked at $39.9M in Q2 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Vestor Capital held 5,624 shares of Altria Group worth $371K as of Q1 2026.
Vestor Capital sold 513,885 Altria Group shares in Q1 2026, an estimated $33.1M.
Altria Group made up 0.03% of Vestor Capital's portfolio in Q1 2026, its #122 holding.
Vestor Capital first reported a position in Altria Group in Q3 2014 and has held it in 46 quarters since.
Vestor Capital's Altria Group position peaked at $39.9M in Q2 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.