Joel Greenblatt's MO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 611,699 shares of Altria Group, Inc. (MO) worth $35.27 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 555,355 shares. Largest reduction occurred in Q3 2015, reducing 944,385 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Altria Group (MO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Altria Group (MO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +156,367 | Add 34.34% | 611,699 | $57.66 |
| Q3 2025 | +162,181 | Add 55.32% | 455,332 | $66.06 |
| Q2 2025 | +59,679 | Add 25.56% | 293,151 | $58.63 |
| Q1 2025 | +33,012 | Add 16.47% | 233,472 | $60.02 |
| Q4 2024 | -27,181 | Reduce 11.94% | 200,460 | $52.29 |
| Q3 2024 | +2,517 | Add 1.12% | 227,641 | $51.04 |
| Q2 2024 | +14,536 | Add 6.90% | 225,124 | $45.55 |
| Q1 2024 | +1,609 | Add 0.77% | 210,588 | $43.62 |
| Q4 2023 | +44,508 | Add 27.06% | 208,979 | $40.34 |
| Q3 2023 | -40,741 | Reduce 19.85% | 164,471 | $42.05 |
| Q2 2023 | +12,577 | Add 6.53% | 205,212 | $45.30 |
| Q1 2023 | +20,336 | Add 11.80% | 192,635 | $44.62 |
| Q4 2022 | +26,890 | Add 18.49% | 172,299 | $45.71 |
| Q3 2022 | -90,746 | Reduce 38.43% | 145,409 | $40.38 |
| Q2 2022 | +97,285 | Add 70.05% | 236,155 | $41.77 |
| Q1 2022 | -14,223 | Reduce 9.29% | 138,870 | $52.25 |
| Q4 2021 | -15,153 | Reduce 9.01% | 153,093 | $47.39 |
| Q3 2021 | +8,802 | Add 5.52% | 168,246 | $45.52 |
| Q2 2021 | +19,557 | Add 13.98% | 159,444 | $47.68 |
| Q1 2021 | -80,114 | Reduce 36.42% | 139,887 | $51.16 |
| Q4 2020 | -44,459 | Reduce 16.81% | 220,001 | $41.00 |
| Q3 2020 | -51,320 | Reduce 16.25% | 264,460 | $38.64 |
| Q2 2020 | -294,377 | Reduce 48.25% | 315,780 | $39.25 |
| Q1 2020 | -49,585 | Reduce 7.52% | 610,157 | $38.67 |
| Q4 2019 | -401,314 | Reduce 37.82% | 659,742 | $49.91 |
| Q3 2019 | +351,141 | Add 49.46% | 1.06 M | $40.90 |
| Q2 2019 | +6,659 | Add 0.95% | 709,915 | $47.35 |
| Q1 2019 | -558,001 | Reduce 44.24% | 703,256 | $57.43 |
| Q4 2018 | +462,959 | Add 57.99% | 1.26 M | $49.39 |
| Q3 2018 | -169,488 | Reduce 17.51% | 798,298 | $60.31 |
| Q2 2018 | +193,634 | Add 25.01% | 967,786 | $56.79 |
| Q1 2018 | +224,213 | Add 40.77% | 774,152 | $62.32 |
| Q4 2017 | -226,932 | Reduce 29.21% | 549,939 | $71.41 |
| Q3 2017 | +549,924 | Add 242.31% | 776,871 | $63.42 |
| Q2 2017 | -33,859 | Reduce 12.98% | 226,947 | $74.47 |
| Q1 2017 | -419,328 | Reduce 61.65% | 260,806 | $71.42 |
| Q4 2016 | +232,892 | Add 52.07% | 680,134 | $67.62 |
| Q3 2016 | +247,320 | Add 123.71% | 447,242 | $63.23 |
| Q2 2016 | +3,954 | Add 2.02% | 199,922 | $68.96 |
| Q1 2016 | -258,571 | Reduce 56.89% | 195,968 | $62.66 |
| Q4 2015 | +426,814 | Add 1539.46% | 454,539 | $58.21 |
| Q3 2015 | -944,385 | Reduce 97.15% | 27,725 | $54.39 |
| Q2 2015 | +555,355 | Add 133.26% | 972,110 | $48.91 |
| Q1 2015 | +306,769 | Add 278.92% | 416,755 | $50.02 |
| Q4 2014 | -26,553 | Reduce 19.45% | 109,986 | $49.27 |
| Q3 2014 | -140,090 | Reduce 50.64% | 136,539 | $45.94 |
| Q2 2014 | -372,541 | Reduce 57.39% | 276,629 | $41.94 |
| Q1 2014 | -65,465 | Reduce 9.16% | 649,170 | $37.43 |
| Q4 2013 | +58,177 | Add 8.86% | 714,635 | $38.39 |
| Q3 2013 | +216,528 | Add 49.22% | 656,458 | $34.35 |
| Q2 2013 | +439,930 | Add 0.00% | 439,930 | $34.99 |
Joel Greenblatt's Altria Group Investment FAQs
Joel Greenblatt first purchased Altria Group, Inc. (MO) in Q2 2013, acquiring 439,930 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Altria Group, Inc. (MO) for 51 quarters since Q2 2013.
Joel Greenblatt's largest addition to Altria Group, Inc. (MO) was in Q2 2015, adding 972,110 shares worth $47.55 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 611,699 shares of Altria Group, Inc. (MO), valued at approximately $35.27 M.
As of the Q4 2025 filing, Altria Group, Inc. (MO) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Altria Group, Inc. (MO) was 1,261,257 shares, as reported at the end of Q4 2018.