X-Square Capital’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 | $1.89M | Buy |
28,651
+643
| +2% | +$41.4K | 0.64% | 55 |
|
|
2025
Q4 | $1.61M | Buy |
28,008
+563
| +2% | +$34K | 0.53% | 60 |
|
|
2025
Q3 | $1.81M | Buy |
27,445
+168
| +0.6% | +$10.6K | 0.57% | 55 |
|
|
2025
Q2 | $1.6M | Buy |
27,277
+6,822
| +33% | +$401K | 0.58% | 60 |
|
|
2025
Q1 | $1.23M | Buy |
20,455
+1,836
| +10% | +$100K | 0.53% | 60 |
|
|
2024
Q4 | $974K | Sell |
18,619
-178
| -0.9% | -$9.48K | 0.4% | 73 |
|
|
2024
Q3 | $959K | Buy |
18,797
+891
| +5% | +$45K | 0.42% | 69 |
|
|
2024
Q2 | $816K | Buy |
17,906
+183
| +1% | +$8.12K | 0.38% | 73 |
|
|
2024
Q1 | $775K | Sell |
17,723
-18,682
| -51% | -$775K | 0.37% | 80 |
|
|
2023
Q4 | $1.47M | Sell |
36,405
-377
| -1% | -$15.6K | 0.81% | 44 |
|
|
2023
Q3 | $1.67M | Hold |
36,782
| – | – | 1.12% | 29 |
|
|
2023
Q2 | $1.67M | Sell |
36,782
-6,489
| -15% | -$294K | 1.12% | 29 |
|
|
2023
Q1 | $1.93M | Sell |
43,271
-6,282
| -13% | -$289K | 1.14% | 26 |
|
|
2022
Q4 | $2.27M | Buy |
49,553
+505
| +1% | +$22.9K | 1.29% | 23 |
|
|
2022
Q3 | $1.98M | Buy |
49,048
+215
| +0.4% | +$9.38K | 1.26% | 23 |
|
|
2022
Q2 | $2.04M | Buy |
48,833
+446
| +0.9% | +$23.1K | 1.23% | 25 |
|
|
2022
Q1 | $2.53M | Buy |
48,387
+881
| +2% | +$44.9K | 1.31% | 22 |
|
|
2021
Q4 | $2.25M | Sell |
47,506
-875
| -2% | -$40.1K | 1.13% | 30 |
|
|
2021
Q3 | $2.21M | Sell |
48,381
-1,624
| -3% | -$78.4K | 1.14% | 29 |
|
|
2021
Q2 | $2.38M | Buy |
50,005
+5,641
| +13% | +$277K | 1.13% | 25 |
|
|
2021
Q1 | $2.27M | Buy |
44,364
+4,670
| +12% | +$209K | 1.05% | 22 |
|
|
2020
Q4 | $1.63M | Buy |
39,694
+696
| +2% | +$27.9K | 0.88% | 28 |
|
|
2020
Q3 | $1.51M | Sell |
38,998
-12,603
| -24% | -$525K | 1.09% | 23 |
|
|
2020
Q2 | $2.03M | Buy |
51,601
+744
| +1% | +$29K | 1.44% | 15 |
|
|
2020
Q1 | $1.97M | Buy |
50,857
+6,153
| +14% | +$273K | 1.96% | 13 |
|
|
2019
Q4 | $2.23M | Buy |
44,704
+2,892
| +7% | +$136K | 1.31% | 20 |
|
|
2019
Q3 | $1.71M | Buy |
41,812
+2,562
| +7% | +$118K | 1.08% | 22 |
|
|
2019
Q2 | $1.86M | Buy |
39,250
+13,977
| +55% | +$732K | 1.19% | 21 |
|
|
2019
Q1 | $1.45M | Buy |
25,273
+4,406
| +21% | +$225K | 1% | 24 |
|
|
2018
Q4 | $1.03M | Buy |
20,867
+2,603
| +14% | +$151K | 0.81% | 28 |
|
|
2018
Q3 | $1.1M | Buy |
18,264
+68
| +0.4% | +$4.04K | 0.73% | 30 |
|
|
2018
Q2 | $1.03M | Buy |
18,196
+1,344
| +8% | +$77.5K | 0.77% | 30 |
|
|
2018
Q1 | $1.05M | Buy |
16,852
+42
| +0.2% | +$2.78K | 1.11% | 28 |
|
|
2017
Q4 | $1.2M | Buy |
+16,810
| New | +$1.13M | 1.26% | 29 |
|
Other funds holding MO
VCM
VPM
X-Square Capital's MO Position: Q1 2026 in Review
X-Square Capital increased its Altria Group (MO) stake by 2.3% in Q1 2026, buying an estimated $41.4K and bringing the position to 28,651 shares worth $1.89M. The position accounts for 0.64% of the portfolio, ranked #55.
X-Square Capital first reported a position in MO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.53M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- X-Square Capital held 28,651 shares of Altria Group worth $1.89M as of Q1 2026.
- X-Square Capital bought 643 Altria Group shares in Q1 2026, an estimated $41.4K.
- Altria Group made up 0.64% of X-Square Capital's portfolio in Q1 2026, its #55 holding.
- X-Square Capital first reported a position in Altria Group in Q4 2017 and has held it in 34 quarters since.
- X-Square Capital's Altria Group position peaked at $2.53M in Q1 2022.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.