Lee Ainslie's MO Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 40.4K shares of Altria Group, Inc. (MO) worth $2.67 M, representing 0.04% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 33.5K shares. Largest reduction occurred in Q1 2019, reducing 52.6K shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Altria Group (MO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Altria Group (MO) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +86,830 | New Buy | 86,830 | $60.31 |
| Q4 2018 | -21,070 | Reduce 24.27% | 65,760 | $49.39 |
| Q1 2019 | -52,630 | Reduce 80.03% | 13,130 | $57.43 |
| Q2 2019 | -13,130 | Sold Out | 13,130 | $0.00 |
| Q2 2021 | +29,199 | New Buy | 29,199 | $47.67 |
| Q3 2021 | -29,199 | Sold Out | 29,199 | $0.00 |
| Q1 2023 | +11,047 | New Buy | 11,047 | $44.62 |
| Q2 2023 | +33,516 | Add 303.39% | 44,563 | $45.30 |
| Q3 2023 | -37,186 | Reduce 83.45% | 7,377 | $42.05 |
| Q4 2023 | -7,377 | Sold Out | 7,377 | $0.00 |
| Q3 2025 | +40,425 | New Buy | 40,425 | $66.06 |
Lee Ainslie's Altria Group Investment FAQs
Lee Ainslie first purchased Altria Group, Inc. (MO) in Q3 2018, acquiring 86,830 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Altria Group, Inc. (MO) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Altria Group, Inc. (MO) was in Q3 2018, adding 86,830 shares worth $5.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 40,425 shares of Altria Group, Inc. (MO), valued at approximately $2.67 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 0.04% of Lee Ainslie'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.
Lee Ainslie's peak holding in Altria Group, Inc. (MO) was 86,830 shares, as reported at the end of Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.