PRELUDE CAPITAL MANAGEMENT, LLC MO ALTRIA GROUP INC COM

Ownership history in PRELUDE CAPITAL MANAGEMENT, LLC  ·  46 quarters on record

AI Ownership Summary

PRELUDE CAPITAL MANAGEMENT, LLC reported ALTRIA GROUP INC COM (MO) in 46 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows MO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRELUDE CAPITAL MANAGEMENT, LLC's position in ALTRIA GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRELUDE CAPITAL MANAGEMENT, LLC held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 74.7% -11.2% 3,366 -9,917 -74.7% 0.02% $222K 2025-11-14 $56.20
2025 Q2 ADDED 13,283 +4,211 +46.4% 0.08% $779K 2025-08-14 $62.30
2025 Q1 REDUCED 59.9% -0.6% 9,072 -13,528 -59.9% 0.04% $545K 2025-05-15 $54.24
2025 Q1 REDUCED 7.8% -0.6% 22,600 -1,900 -7.8% 0.10% $1.4M 2025-05-15 $54.24
2024 Q4 ADDED 24,500 +15,850 +183.2% 0.08% $1.3M 2025-02-14 $48.91
2024 Q3 ADDED 8,650 +1,675 +24.0% 0.02% $441K 2024-11-14 $49.86
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PRELUDE CAPITAL MANAGEMENT, LLC and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRELUDE CAPITAL MANAGEMENT, LLC reported owning MO?

PRELUDE CAPITAL MANAGEMENT, LLC reported MO across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MO position in PRELUDE CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MO was 0.10% in 2025 Q1.

What is the latest reported MO position on this page?

The most recent filing on this page is 2025 Q3, when PRELUDE CAPITAL MANAGEMENT, LLC reported 3,366 shares, equal to 0.02% of portfolio, with an estimated market value of $222K.

What does the chart on this MO ownership page compare?

The chart compares PRELUDE CAPITAL MANAGEMENT, LLC's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRELUDE CAPITAL MANAGEMENT, LLC time their MO position?

Based on 13F filing dates vs. subsequent MO price moves, PRELUDE CAPITAL MANAGEMENT, LLC correctly timed 23 out of 44 reported position changes (52%). The annualised alpha on MO relative to SPY over the holding period was -4.9%.

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