Jeremy Grantham's MO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 152,718 shares of Altria Group, Inc. (MO) worth $8.81 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 214,998 shares. Largest reduction occurred in Q4 2013, reducing 198,599 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Altria Group (MO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Altria Group (MO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -71,692 | Reduce 31.95% | 152,718 | $57.66 |
| Q3 2025 | -67,630 | Reduce 23.16% | 224,410 | $66.06 |
| Q2 2025 | +214,998 | Add 279.07% | 292,040 | $58.63 |
| Q1 2025 | +19,915 | Add 34.86% | 77,042 | $60.02 |
| Q4 2024 | -4,405 | Reduce 7.16% | 57,127 | $52.29 |
| Q3 2024 | +61,532 | New Buy | 61,532 | $51.04 |
| Q3 2022 | -8,700 | Sold Out | 0 | $0.00 |
| Q2 2022 | +1,200 | Add 16.00% | 8,700 | $41.72 |
| Q4 2021 | -197,499 | Reduce 96.34% | 7,500 | $47.33 |
| Q3 2021 | +13,934 | Add 7.29% | 204,999 | $45.52 |
| Q2 2021 | +135,165 | Add 241.80% | 191,065 | $47.68 |
| Q1 2021 | +55,900 | New Buy | 55,900 | $51.16 |
| Q2 2017 | -3,300 | Sold Out | 0 | $0.00 |
| Q1 2017 | -21,762 | Reduce 86.83% | 3,300 | $71.52 |
| Q4 2016 | -13,437 | Reduce 34.90% | 25,062 | $67.63 |
| Q3 2016 | -17,201 | Reduce 30.88% | 38,499 | $63.22 |
| Q2 2016 | +6,800 | Add 13.91% | 55,700 | $68.96 |
| Q1 2016 | +48,900 | New Buy | 48,900 | $62.66 |
| Q3 2014 | -118,065 | Sold Out | 0 | $0.00 |
| Q2 2014 | -29,619 | Reduce 20.06% | 118,065 | $41.94 |
| Q1 2014 | -26,780 | Reduce 15.35% | 147,684 | $37.43 |
| Q4 2013 | -198,599 | Reduce 53.23% | 174,464 | $38.39 |
| Q3 2013 | +88,343 | Add 31.03% | 373,063 | $34.35 |
| Q2 2013 | +284,720 | Add 0.00% | 284,720 | $34.99 |
Jeremy Grantham's Altria Group Investment FAQs
Jeremy Grantham first purchased Altria Group, Inc. (MO) in Q2 2013, acquiring 284,720 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Altria Group, Inc. (MO) for 25 quarters since Q2 2013.
Jeremy Grantham's largest addition to Altria Group, Inc. (MO) was in Q2 2013, adding 284,720 shares worth $9.96 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 152,718 shares of Altria Group, Inc. (MO), valued at approximately $8.81 M.
As of the Q4 2025 filing, Altria Group, Inc. (MO) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Altria Group, Inc. (MO) was 373,063 shares, as reported at the end of Q3 2013.