Coppell Advisory Solutions LLC MO ALTRIA GROUP INC COM

Ownership history in Coppell Advisory Solutions LLC  ·  12 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported ALTRIA GROUP INC COM (MO) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows MO at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in ALTRIA GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MO was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coppell Advisory Solutions LLC held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,255 -1,112 -13.3% 0.29% $486K 2026-05-15 $73.09
2025 Q4 REDUCED 8,367 -314 -3.6% 0.05% $483K 2026-02-17 $65.44
2025 Q3 ADDED 8,681 +592 +7.3% 0.06% $570K 2025-11-14 $56.20
2025 Q2 ADDED 8,089 +808 +11.1% 0.08% $475K 2025-08-14 $62.30
2025 Q1 ADDED 7,281 +1,307 +21.9% 0.06% $428K 2025-05-16 $55.02
2024 Q4 ADDED 5,974 +2,997 +100.7% 0.04% $311K 2025-02-14 $48.91
2024 Q3 REDUCED 19.8% +4.0% 2,977 -733 -19.8% 0.02% $152K 2024-11-14 $49.86
2024 Q2 ADDED 3,710 +256 +7.4% 0.03% $169K 2024-08-15 $44.80
2023 Q4 ADDED 3,454 +1,749 +102.6% 0.03% $139K 2024-02-14 $34.14
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coppell Advisory Solutions LLC and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning MO?

Coppell Advisory Solutions LLC reported MO across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MO position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for MO was 0.29% in 2026 Q1.

What is the latest reported MO position on this page?

The most recent filing on this page is 2026 Q1, when Coppell Advisory Solutions LLC reported 7,255 shares, equal to 0.29% of portfolio, with an estimated market value of $486K.

What does the chart on this MO ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coppell Advisory Solutions LLC time their MO position?

Based on 13F filing dates vs. subsequent MO price moves, Coppell Advisory Solutions LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on MO relative to SPY over the holding period was +13.9%.

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