Jeremy Grantham's MO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 224,410 shares of Altria Group, Inc. (MO) worth $14.82 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 24 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 |
|---|---|---|---|---|
| Q2 2013 | +284,721 | Add 0.00% | 284,720 | $34.99 |
| Q3 2013 | +88,343 | Add 31.03% | 373,063 | $34.35 |
| Q4 2013 | -198,599 | Reduce 53.23% | 174,464 | $38.39 |
| Q1 2014 | -26,780 | Reduce 15.35% | 147,684 | $37.43 |
| Q2 2014 | -29,619 | Reduce 20.06% | 118,065 | $41.94 |
| Q3 2014 | -118,065 | Sold Out | 0 | $0.00 |
| Q1 2016 | +48,900 | New Buy | 48,900 | $62.66 |
| Q2 2016 | +6,800 | Add 13.91% | 55,700 | $68.96 |
| Q3 2016 | -17,201 | Reduce 30.88% | 38,499 | $63.22 |
| Q4 2016 | -13,437 | Reduce 34.90% | 25,062 | $67.63 |
| Q1 2017 | -21,762 | Reduce 86.83% | 3,300 | $71.52 |
| Q2 2017 | -3,300 | Sold Out | 0 | $0.00 |
| Q1 2021 | +55,900 | New Buy | 55,900 | $51.16 |
| Q2 2021 | +135,165 | Add 241.80% | 191,065 | $47.68 |
| Q3 2021 | +13,934 | Add 7.29% | 204,999 | $45.52 |
| Q4 2021 | -197,499 | Reduce 96.34% | 7,500 | $47.33 |
| Q2 2022 | +1,200 | Add 16.00% | 8,700 | $41.72 |
| Q3 2022 | -8,700 | Sold Out | 0 | $0.00 |
| Q3 2024 | +61,532 | New Buy | 61,532 | $51.04 |
| Q4 2024 | -4,405 | Reduce 7.16% | 57,127 | $52.29 |
| Q1 2025 | +19,915 | Add 34.86% | 77,042 | $60.02 |
| Q2 2025 | +214,998 | Add 279.07% | 292,040 | $58.63 |
| Q3 2025 | -67,630 | Reduce 23.16% | 224,410 | $66.06 |
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 24 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 Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 224,410 shares of Altria Group, Inc. (MO), valued at approximately $14.82 M.
As of the Q3 2025 filing, Altria Group, Inc. (MO) represents approximately 0.04% 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.