Current position

Ray Dalio’s Altria Group Inc (MO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2006Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.77MHighest verified quarter-end share count
Quarters reported45Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Altria Group Inc in Q2 2006. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 1.73M shares. The latest verified filing showed: Bought 1.3% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 1.3% more+21.71K shares · 1.73M shares reported after the change
Filing context

Quarter-end price $71.95 · Estimated holding basis $51.77

Q1 2026
Sold 48.0% of the position−1.57M shares · 1.71M shares remained
Filing context

Quarter-end price $65.99 · Estimated holding basis $51.52

Q4 2025
Sold 11.3% of the position−418.86K shares · 3.28M shares remained
Filing context

Quarter-end price $57.66 · Estimated holding basis $51.52

Q3 2025
Sold 2.0% of the position−75.26K shares · 3.70M shares remained
Filing context

Quarter-end price $66.06 · Estimated holding basis $51.52

Q2 2025
Bought 13.8% more+456.91K shares · 3.77M shares reported after the change
Filing context

Quarter-end price $58.63 · Estimated holding basis $51.52

Q1 2025
Bought 23.9% more+638.61K shares · 3.31M shares reported after the change
Filing context

Quarter-end price $60.02 · Estimated holding basis $50.54

Portfolio importance

How important is Altria Group Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.5%Q2 2026
Current rank#22of 997 reported positions
Peak portfolio weight2.8%Q2 2006
Best historical rank#5Q2 2006
At peak importanceQ2 2006
MO
2.8%
Largest holding
6.6%
Cross-investor discovery

Who else owns Altria Group Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
MO0.1% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
MO0.1% of reported portfolio
Explore Altria Group Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$68.982026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$71.95Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$51.77Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.