Murray Stahl's MO Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 40.7K shares of Altria Group, Inc. (MO) worth $2.69 M, representing 0.03% 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, Murray Stahl has maintained a long-term strategic position in MO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 23.6K shares. Largest reduction occurred in Q3 2025, reducing 22.5K shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Altria Group (MO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Altria Group (MO) Trades by Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +27,777 | Add 0.00% | 27,776 | $34.99 |
| Q3 2013 | +5,871 | Add 21.14% | 33,647 | $34.36 |
| Q4 2013 | +3,700 | Add 11.00% | 37,347 | $38.40 |
| Q1 2014 | +474 | Add 1.27% | 37,821 | $37.44 |
| Q2 2014 | +200 | Add 0.53% | 38,021 | $41.95 |
| Q3 2014 | +1,250 | Add 3.29% | 39,271 | $45.94 |
| Q4 2014 | -639 | Reduce 1.63% | 38,632 | $49.26 |
| Q1 2015 | -7,540 | Reduce 19.52% | 31,092 | $50.01 |
| Q2 2015 | -1,350 | Reduce 4.34% | 29,742 | $48.92 |
| Q3 2015 | +4,405 | Add 14.81% | 34,147 | $54.41 |
| Q4 2015 | -250 | Reduce 0.73% | 33,897 | $58.21 |
| Q1 2016 | -273 | Reduce 0.81% | 33,624 | $62.66 |
| Q2 2016 | -244 | Reduce 0.73% | 33,380 | $68.96 |
| Q3 2016 | +50 | Add 0.15% | 33,430 | $63.24 |
| Q4 2016 | -38 | Reduce 0.11% | 33,392 | $67.62 |
| Q1 2017 | -290 | Reduce 0.87% | 33,102 | $71.42 |
| Q2 2017 | +715 | Add 2.16% | 33,817 | $74.49 |
| Q3 2017 | -770 | Reduce 2.28% | 33,047 | $63.42 |
| Q4 2017 | -5 | Reduce 0.02% | 33,042 | $71.42 |
| Q1 2018 | -717 | Reduce 2.17% | 32,325 | $62.34 |
| Q2 2018 | -845 | Reduce 2.61% | 31,480 | $56.80 |
| Q4 2018 | +2,166 | Add 6.88% | 33,646 | $49.40 |
| Q1 2019 | +36,597 | Add 0.00% | 36,596 | $57.44 |
| Q2 2019 | +150 | Add 0.41% | 36,746 | $47.35 |
| Q3 2019 | +2,825 | Add 7.69% | 39,571 | $40.89 |
| Q4 2019 | -120 | Reduce 0.30% | 39,451 | $49.91 |
| Q1 2020 | +151 | Add 0.38% | 39,602 | $38.66 |
| Q2 2020 | -1,950 | Reduce 4.92% | 37,652 | $39.25 |
| Q3 2020 | +5,500 | Add 14.61% | 43,152 | $38.63 |
| Q4 2020 | +1,440 | Add 3.34% | 44,592 | $40.99 |
| Q1 2021 | -1,010 | Reduce 2.26% | 43,582 | $51.17 |
| Q2 2021 | -1,368 | Reduce 3.14% | 42,214 | $47.69 |
| Q3 2021 | -1,450 | Reduce 3.43% | 40,764 | $45.53 |
| Q4 2021 | +250 | Add 0.61% | 41,014 | $47.40 |
| Q1 2022 | +40 | Add 0.10% | 41,054 | $52.25 |
| Q2 2022 | -1,000 | Reduce 2.44% | 40,054 | $41.77 |
| Q3 2022 | +219 | Add 0.55% | 40,273 | $40.37 |
| Q4 2022 | -1,041 | Reduce 2.58% | 39,232 | $45.71 |
| Q1 2023 | +550 | Add 1.40% | 39,782 | $44.62 |
| Q2 2023 | +250 | Add 0.63% | 40,032 | $45.30 |
| Q3 2023 | -600 | Reduce 1.50% | 39,432 | $42.05 |
| Q4 2023 | -76 | Reduce 0.19% | 39,356 | $40.34 |
| Q1 2024 | -50 | Reduce 0.13% | 39,306 | $43.62 |
| Q2 2024 | +750 | Add 1.91% | 40,056 | $45.55 |
| Q3 2024 | +23,611 | Add 58.94% | 63,667 | $51.04 |
| Q4 2024 | -470 | Reduce 0.74% | 63,197 | $52.29 |
| Q2 2025 | -50 | Reduce 0.08% | 63,147 | $58.63 |
| Q3 2025 | -22,490 | Reduce 35.62% | 40,657 | $66.06 |
Murray Stahl's Altria Group Investment FAQs
Murray Stahl first purchased Altria Group, Inc. (MO) in Q2 2013, acquiring 27,776 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl 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.
Murray Stahl's largest addition to Altria Group, Inc. (MO) was in Q1 2019, adding 36,596 shares worth $2.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 40,657 shares of Altria Group, Inc. (MO), valued at approximately $2.69 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 0.03% of Murray Stahl'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.
Murray Stahl's peak holding in Altria Group, Inc. (MO) was 63,667 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.