MO β€” ALTRIA GROUP INCORPORATED

Ownership history in Capital Square, LLC  Β·  25 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in ALTRIA GROUP INCORPORATED (MO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.74% (2023 Q3)
πŸ“Š Avg. % of fund
2.3%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

Capital Square, LLC Γ— MO AI Analytics

πŸ“‰ Capital Square, LLC underperformed the S&P 500 by –3.0% annually on this MO position. Timing score: 46% (11/24 decisions correct). Average cost basis: $33.27. Maximum drawdown during holding period: –20.4%.

πŸ“ˆ Position Alpha vs SPY
-3.0%
annualised excess return

⚠️ Trailed SPY by 3.0% ann. on this position.
24 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
11 of 24 add/trim decisions correct

πŸ’° Entry Quality
$33.27
+73.3% vs current ($57.66)

Best entry: $25.54 (2020 Q2)  Β·  Worst: $64.87 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–20.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

16 adds Β· 9 trims. Bought during 6 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.92% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,215 +719 +1.1% 1.92% $3.8M $57.66
2025 Q3 ADDED 64,496 +166 +0.3% 2.17% $4.3M $64.87
2025 Q2 ADDED 64,330 +1,564 +2.5% 1.98% $3.7M $56.66
2025 Q1 REDUCED 62,766 -188 -0.3% 2.21% $3.8M $57.01
2024 Q4 ADDED 62,954 +3,908 +6.6% 1.86% $3.3M $48.79
2024 Q3 REDUCED 59,046 -3,439 -5.5% 1.83% $3.0M $46.72
2024 Q2 REDUCED 62,485 -1,338 -2.1% 2.01% $3.1M $40.89
2024 Q1 ADDED 63,823 +2,347 +3.8% 1.97% $2.8M $38.32
2023 Q4 REDUCED 61,476 -2,876 -4.5% 2.80% $2.5M $34.66
2023 Q3 ADDED 64,352 +1,983 +3.2% 3.74% $2.8M $35.30
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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