Ken Fisher's MO Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 110.3K shares of Altria Group, Inc. (MO) worth $7.28 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in MO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 134.2K shares. Largest reduction occurred in Q3 2013, reducing 1.0M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Altria Group (MO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Altria Group (MO) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.07 M | Add 0.00% | 1.07 M | $34.99 |
| Q3 2013 | -1.03 M | Reduce 95.42% | 49,193 | $34.35 |
| Q4 2013 | -4,393 | Reduce 8.93% | 44,800 | $38.39 |
| Q1 2014 | -1,354 | Reduce 3.02% | 43,446 | $37.43 |
| Q2 2014 | +12,287 | Add 28.28% | 55,733 | $41.93 |
| Q3 2014 | +286 | Add 0.51% | 56,019 | $45.95 |
| Q4 2014 | +1,945 | Add 3.47% | 57,964 | $49.27 |
| Q1 2015 | -5,902 | Reduce 10.18% | 52,062 | $50.02 |
| Q2 2015 | -1,231 | Reduce 2.36% | 50,831 | $48.91 |
| Q3 2015 | +701 | Add 1.38% | 51,532 | $54.39 |
| Q4 2015 | +14,975 | Add 29.06% | 66,507 | $58.20 |
| Q1 2016 | +13,978 | Add 21.02% | 80,485 | $61.68 |
| Q2 2016 | -1,121 | Reduce 1.39% | 79,364 | $69.87 |
| Q3 2016 | -3,202 | Reduce 4.03% | 76,162 | $63.23 |
| Q4 2016 | -5,698 | Reduce 7.48% | 70,464 | $67.62 |
| Q1 2017 | +346 | Add 0.49% | 70,810 | $71.42 |
| Q2 2017 | +1,962 | Add 2.77% | 72,772 | $74.47 |
| Q3 2017 | +3,773 | Add 5.18% | 76,545 | $63.41 |
| Q4 2017 | +134,215 | Add 175.34% | 210,760 | $71.41 |
| Q1 2018 | +29,056 | Add 13.79% | 239,816 | $62.32 |
| Q2 2018 | +6,751 | Add 2.82% | 246,567 | $56.79 |
| Q3 2018 | +1,947 | Add 0.79% | 248,514 | $60.31 |
| Q4 2018 | -11,003 | Reduce 4.43% | 237,511 | $49.39 |
| Q1 2019 | -22,565 | Reduce 9.50% | 214,946 | $57.43 |
| Q2 2019 | -166,058 | Reduce 77.26% | 48,888 | $47.35 |
| Q3 2019 | +303 | Add 0.62% | 49,191 | $40.90 |
| Q4 2019 | -188 | Reduce 0.38% | 49,003 | $49.92 |
| Q1 2020 | +11,370 | Add 23.20% | 60,373 | $38.68 |
| Q2 2020 | -15,458 | Reduce 25.60% | 44,915 | $39.25 |
| Q3 2020 | +1,431 | Add 3.19% | 46,346 | $38.64 |
| Q4 2020 | -871 | Reduce 1.88% | 45,475 | $41.01 |
| Q1 2021 | -7,018 | Reduce 15.43% | 38,457 | $51.17 |
| Q2 2021 | -289 | Reduce 0.75% | 38,168 | $47.68 |
| Q3 2021 | +2,125 | Add 5.57% | 40,293 | $45.52 |
| Q4 2021 | +6,126 | Add 15.20% | 46,419 | $47.39 |
| Q1 2022 | -3,404 | Reduce 7.33% | 43,015 | $52.26 |
| Q2 2022 | +3,673 | Add 8.54% | 46,688 | $41.77 |
| Q3 2022 | -1,616 | Reduce 3.46% | 45,072 | $40.38 |
| Q4 2022 | -813 | Reduce 1.80% | 44,259 | $45.71 |
| Q1 2023 | -6,635 | Reduce 14.99% | 37,624 | $44.68 |
| Q2 2023 | +11,716 | Add 31.14% | 49,340 | $45.30 |
| Q3 2023 | -3,340 | Reduce 6.77% | 46,000 | $42.05 |
| Q4 2023 | -2,080 | Reduce 4.52% | 43,920 | $40.34 |
| Q1 2024 | -5,261 | Reduce 11.98% | 38,659 | $43.62 |
| Q2 2024 | +11,252 | Add 29.11% | 49,911 | $45.55 |
| Q3 2024 | +12,444 | Add 24.93% | 62,355 | $51.04 |
| Q4 2024 | +9,520 | Add 15.27% | 71,875 | $52.29 |
| Q1 2025 | +2,183 | Add 3.04% | 74,058 | $60.02 |
| Q2 2025 | +23,331 | Add 31.50% | 97,389 | $58.63 |
| Q3 2025 | +12,888 | Add 13.23% | 110,277 | $66.06 |
Ken Fisher's Altria Group Investment FAQs
Ken Fisher first purchased Altria Group, Inc. (MO) in Q2 2013, acquiring 1,074,827 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Altria Group, Inc. (MO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Altria Group, Inc. (MO) was in Q2 2013, adding 1,074,827 shares worth $37.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 110,277 shares of Altria Group, Inc. (MO), valued at approximately $7.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Altria Group, Inc. (MO) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Altria Group, Inc. (MO) was 1,074,827 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.