VCM
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Viewpoint Capital Management’s Altria Group MO Stock Holding History

Viewpoint Capital Management’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
Q3 		$1.46M Buy
21,686
+3,255
+18% +$226K 0.68% 41
2026
Q2 		$1.33M Sell
18,431
-6,291
-25% -$439K 0.68% 40
2026
Q1 		$1.63M Buy
24,722
+1,150
+5% +$74K 0.76% 37
2025
Q4 		$1.36M Buy
23,572
+94
+0.4% +$5.68K 0.59% 45
2025
Q3 		$1.55M Buy
23,478
+120
+0.5% +$7.6K 0.68% 38
2025
Q2 		$1.37M Sell
23,358
-1,381
-6% -$81.1K 0.67% 40
2025
Q1 		$1.48M Buy
24,739
+1,458
+6% +$79.6K 0.8% 37
2024
Q4 		$1.22M Buy
23,281
+3,746
+19% +$200K 0.64% 41
2024
Q3 		$997K Sell
19,535
-71
-0.4% -$3.59K 0.56% 45
2024
Q2 		$893K Sell
19,606
-71
-0.4% -$3.15K 0.55% 45
2024
Q1 		$858K Sell
19,677
-326
-2% -$13.5K 0.55% 44
2023
Q4 		$807K Sell
20,003
-89
-0.4% -$3.68K 0.56% 44
2023
Q3 		$845K Sell
20,092
-60
-0.3% -$2.65K 0.68% 40
2023
Q2 		$913K Buy
20,152
+810
+4% +$36.7K 0.71% 38
2023
Q1 		$863K Sell
19,342
-601
-3% -$27.6K 0.77% 34
2022
Q4 		$912K Buy
19,943
+79
+0.4% +$3.58K 0.88% 34
2022
Q3 		$802K Sell
19,864
-333
-2% -$14.5K 0.79% 34
2022
Q2 		$844K Sell
20,197
-300
-1% -$15.5K 0.79% 36
2022
Q1 		$1.07M Sell
20,497
-965
-4% -$49.2K 0.83% 33
2021
Q4 		$1.02M Buy
+21,462
New +$983K 0.74% 34

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Viewpoint Capital Management's MO Position: Q3 2026 in Review

Viewpoint Capital Management increased its Altria Group (MO) stake by 18% in Q3 2026, buying an estimated $226K and bringing the position to 21,686 shares worth $1.46M. The position accounts for 0.68% of the portfolio, ranked #41.

Viewpoint Capital Management first reported a position in MO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.63M in Q1 2026. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Viewpoint Capital Management held 21,686 shares of Altria Group worth $1.46M as of Q3 2026.
  • Viewpoint Capital Management bought 3,255 Altria Group shares in Q3 2026, an estimated $226K.
  • Altria Group made up 0.68% of Viewpoint Capital Management's portfolio in Q3 2026, its #41 holding.
  • Viewpoint Capital Management first reported a position in Altria Group in Q4 2021 and has held it in 20 quarters since.
  • Viewpoint Capital Management's Altria Group position peaked at $1.63M in Q1 2026.
  • 1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.