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Waterloo Capital’s Altria Group MO Stock Holding History

Waterloo 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 		$6.18M Buy
93,629
+6,502
+7% +$418K 0.43% 54
2025
Q4 		$5.02M Buy
87,127
+2,969
+4% +$179K 0.36% 63
2025
Q3 		$5.56M Buy
84,158
+1,381
+2% +$87.5K 0.41% 56
2025
Q2 		$4.85M Sell
82,777
-5,826
-7% -$342K 0.39% 56
2025
Q1 		$5.32M Buy
88,603
+10,926
+14% +$597K 0.49% 50
2024
Q4 		$4.06M Buy
77,677
+2,884
+4% +$154K 0.43% 56
2024
Q3 		$3.82M Buy
74,793
+9,284
+14% +$469K 0.42% 58
2024
Q2 		$2.98M Buy
65,509
+5,214
+9% +$231K 0.36% 73
2024
Q1 		$2.63M Buy
60,295
+23,547
+64% +$976K 0.34% 75
2023
Q4 		$1.48M Buy
+36,748
New +$1.52M 0.24% 102

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waterloo Capital's MO Position: Q1 2026 in Review

Waterloo Capital increased its Altria Group (MO) stake by 7.5% in Q1 2026, buying an estimated $418K and bringing the position to 93,629 shares worth $6.18M. The position accounts for 0.43% of the portfolio, ranked #54.

Waterloo Capital first reported a position in MO in Q4 2023 and has held it in 10 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Waterloo Capital held 93,629 shares of Altria Group worth $6.18M as of Q1 2026.
  • Waterloo Capital bought 6,502 Altria Group shares in Q1 2026, an estimated $418K.
  • Altria Group made up 0.43% of Waterloo Capital's portfolio in Q1 2026, its #54 holding.
  • Waterloo Capital first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.