MO ALTRIA GROUP INC

Ownership history in Seneca House Advisors  ·  33 quarters on record

AI Ownership Summary

Seneca House Advisors reported ALTRIA GROUP INC (MO) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.06% in 2025 Q1. The latest visible filing shows MO at 2.35% 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 Seneca House Advisors's position in ALTRIA GROUP INC, 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 Q4

MO was reported at 2.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.06% 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
2023 Q4 to 2025 Q4

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 Seneca House Advisors 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 109,113 +2,213 +2.1% 2.35% $6.3M 2026-02-14 (Est.) $66.14
2025 Q3 REDUCED 106,900 -11,896 -10.0% 2.85% $7.1M 2025-10-10 $64.27
2025 Q2 REDUCED 118,796 -1,170 -1.0% 2.96% $7.0M 2025-07-09 $54.89
2025 Q1 REDUCED 119,966 -52 -0.0% 3.06% $7.2M 2025-04-11 $52.93
2024 Q4 REDUCED 120,018 -5,790 -4.6% 2.49% $6.3M 2025-01-21 $47.24
2024 Q3 REDUCED 125,808 -4,821 -3.7% 2.71% $6.4M 2024-10-04 $45.10
2024 Q2 REDUCED 130,629 -11,750 -8.3% 2.58% $6.0M 2024-07-12 $42.14
2024 Q1 REDUCED 142,379 -4,601 -3.1% 2.70% $6.2M 2024-04-18 $35.68
2023 Q4 ADDED 146,980 +981 +0.7% 2.74% $5.9M 2024-01-10 $34.70
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Seneca House Advisors and MO

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

How long has Seneca House Advisors reported owning MO?

Seneca House Advisors reported MO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MO position in Seneca House Advisors's portfolio?

The largest reported portfolio weight for MO was 3.06% in 2025 Q1.

What is the latest reported MO position on this page?

The most recent filing on this page is 2025 Q4, when Seneca House Advisors reported 109,113 shares, equal to 2.35% of portfolio, with an estimated market value of $6.3M.

What does the chart on this MO ownership page compare?

The chart compares Seneca House Advisors'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.

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