MO Altria Group COM

Ownership history in Verity & Verity, LLC  ·  45 quarters on record

AI Ownership Summary

Verity & Verity, LLC reported Altria Group COM (MO) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2025 Q3. The latest visible filing shows MO at 1.59% 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 Verity & Verity, LLC's position in Altria Group 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
2026 Q1

MO was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2025 Q3

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 2026 Q1

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 Verity & Verity, 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 323,876 +7,730 +2.4% 1.59% $21.4M 2026-04-15 $64.42
2025 Q4 ADDED 316,146 +7,323 +2.4% 1.42% $18.2M 2026-02-10 $63.34
2025 Q3 ADDED 308,823 +2,220 +0.7% 1.63% $20.4M 2025-10-21 $61.57
2025 Q2 REDUCED 306,603 -652 -0.2% 1.55% $18.0M 2025-08-12 $62.74
2025 Q1 ADDED 307,255 +6,533 +2.2% 1.62% $18.4M 2025-04-16 $53.51
2024 Q4 ADDED 300,722 +26,154 +9.5% 1.43% $15.7M 2025-01-15 $46.84
2024 Q3 ADDED 274,568 +11,329 +4.3% 1.37% $14.0M 2024-11-07 $48.20
2024 Q2 ADDED 263,239 +260,533 +9628.0% 1.33% $12.0M 2024-08-08 $44.54
2024 Q1 REDUCED 2,706 -256,855 -99.0% 0.03% $255K 2024-04-24 $37.08
2023 Q4 REDUCED 259,561 -3,482 -1.3% 1.22% $10.5M 2024-02-12 $34.27
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Verity & Verity, 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 Verity & Verity, LLC reported owning MO?

Verity & Verity, LLC reported MO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MO position in Verity & Verity, LLC's portfolio?

The largest reported portfolio weight for MO was 1.63% in 2025 Q3.

What is the latest reported MO position on this page?

The most recent filing on this page is 2026 Q1, when Verity & Verity, LLC reported 323,876 shares, equal to 1.59% of portfolio, with an estimated market value of $21.4M.

What does the chart on this MO ownership page compare?

The chart compares Verity & Verity, 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.

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