AIVL3.368%
as of Jul 17
MO
DefensiveALTRIA GROUP INC
Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. It offers cigarettes primarily under the Marlboro brand; large cigars and pipe tobacco under the Black & Mild brand; moist smokeless tobacco and oral tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands; oral nicotine pouches under the on! brand; and e-vapor products under the NJOY ACE brand. The company sells its products to distributors, as well as large retail organizations, such as chain stores.
Close · 3M
+11.37%
Held by 4 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals23
Win rate96% (22/23)
Avg buy return+3.18%
AIVL · Weight increase · 3d
AIVL's portfolio showed a series of incremental increases in its Altria Group (MO) allocation, moving from 3.2231% on July 15 to 3.3677% by July 17. This gradual accumulation occurred as MO reached the upper bound of its 52-week price range, trading at $74.21, just below its $74.55 high. For AIVL, which employs an AI to distinguish genuine value from value traps within a pre-filtered US value universe, this suggests a sustained assessment of Altria's fundamentals. Specifically, MO's high return on equity of 149.65%, a key metric for the AI's scoring, likely contributed to the decision to increase weight, overriding the stock's current position at its 52-week peak and signaling its continued fit within the fund’s valuation parameters. The AI, focused on fundamental strength and valuation metrics, appears to interpret Altria as a persistent value opportunity rather than a richly priced asset.
weight 3.213% → 3.368% (+0.154 pp)·stock up 5.7% in the 30 days before
Jul 17·entry $74.21·now $74.66Fresh
+0.61%
since Jul 17
AIVL · Weight increase · 2d
AIVL, managed by WisdomTree, employs AI to filter for genuine value opportunities among approximately 100 US value stocks, specifically distinguishing them from value traps using fundamental metrics like return on capital and high return on equity. The AI's model likely identified Altria Group (MO) as a genuine value play despite its recent negative revenue growth of -1.07%, focusing instead on its particularly high ROE of 149.65% and its ability to consistently generate free cash flow. This assessment prompted a consecutive weight increase in MO from 3.2134% on July 14th to 3.2918% on July 16th, a tactical adjustment within the ETF’s periodic rebalancing cadence. Even as MO reached $74.21, touching 100% of its 52-week high, the AI's algorithm, which integrates valuation metrics such as P/E and FCF yield, presumably found continued intrinsic value or attractive defensive characteristics at this price level, supporting the stock’s 1-year return of 23.2%.
weight 3.213% → 3.292% (+0.078 pp)·stock up 4.9% in the 30 days before
Jul 16·entry $73.03·now $74.66Drifting
+2.23%
since Jul 16
AIVL · Weight decrease · 2d
AIVL's strategy to distinguish genuine value from value traps appears to be driving its subtle adjustment in Altria Group. Despite MO's inclusion in a US value-factor pool, the AI's fundamental and valuation scrutiny likely flagged concerns about its sustained weighting. Considering Altria’s -1.07% revenue growth alongside its current price trading at 96% of its 52-week high, the AI system, which scores names based on metrics like margins and valuation, is likely reassessing the stock's long-term value proposition. This periodic rebalancing within AIVL's roughly 100-stock portfolio suggests the AI is prudently decreasing exposure as MO’s valuation metrics potentially diverge from its underlying financial trajectory. The observed weight adjustments reflect the AI's continuous evaluation to ensure only true value companies remain appropriately weighted, rather than those whose prices have run up.
weight 3.353% → 3.271% (-0.082 pp)·stock up 0.3% in the 30 days before
Jul 10·entry $71.79·now $74.66
+4.00%
since Jul 10
AIVL · Accumulation · 5d
Altria Group Inc.’s PER of 14.83 places it within AIVL's pre-filtered US value-factor pool, and its 149.65% ROE likely satisfies the AI’s fundamental criteria for strong return on capital, signaling highly efficient use of shareholder equity despite a -1.07% revenue growth. This high return on equity, even alongside a PBR of 26.84, suggests AIVL’s AI algorithm identifies Altria as a genuine value rather than a value trap, discerning underlying profitability that supports its market valuation. The ETF’s gradual accumulation, with its weight increasing from 3.2671% to 3.3526% across late June and early July, indicates the AI is actively adding to the position as the stock navigates a slight -0.7% 30-day return while holding near its 52-week high of $71.59.
weight 3.267% → 3.353% (+0.086 pp)·stock up 0.9% in the 30 days before
Jul 8·entry $72.81·now $74.66Drifting
+2.54%
since Jul 8
AIVL · Accumulation · 5d
The detected pattern for Altria Group in AIVL's portfolio shows a gradual increase in weight over an eight-day period, punctuated by small adjustments rather than an immediate, significant rebalancing. This cadence aligns with WisdomTree’s AI, which periodically rebalances its approximately 100 US value stocks, potentially allowing for measured position sizing based on evolving scores rather than abrupt daily shifts. Despite MO currently trading near 98% of its 52-week high, with a 1-year return of 21.7%, the AI's continued accumulation suggests it perceives intrinsic value. This perception likely stems from MO's fundamental profile, characterized by a PER of 14.99 combined with a very high ROE of 149.65%, signaling efficient capital utilization that could be attractive within a value framework, even with negative revenue growth. The AI's role in distinguishing genuine value from value traps within a pre-filtered value universe appears to interpret Altria's metrics, particularly its valuation relative to its capital efficiency, as a genuine value proposition warranting a larger allocation, even as the stock price sits at elevated levels compared to its yearly range.
weight 3.131% → 3.321% (+0.190 pp)·stock up 5.0% in the 30 days before
Jul 2·entry $72.71·now $74.66Drifting
+2.68%
since Jul 2
AIVL · Weight increase · 2d
Following an earlier period of declining allocation, MO’s weight in AIVL experienced a distinct, gradual upward movement from 3.1308% to 3.2674% between June 22nd and June 24th, indicating a measured, persistent adjustment. AIVL’s AI, tasked with identifying genuine value from value traps within a US value pool using fundamentals like return on capital, appears to be responding to MO's underlying strength, particularly its ROE of 149.65%. Even with MO trading at $72.07, 97% of its 52-week high, this continuous uptick in weight suggests the algorithm finds the current valuation, with a PER of 14.96, consistent with its value criteria rather than a cautionary signal. This reflects the AI’s nuanced approach to value investing, prioritizing deep fundamental efficiency to justify sustained allocation in a stock experiencing price appreciation within its value-tilted universe.
weight 3.131% → 3.267% (+0.137 pp)·stock down 2.5% in the 30 days before
Jun 24·entry $72.07·now $74.66Drifting
+3.59%
since Jun 24
AIVL · Weight decrease · 5d
MO's P/E of 14.76 placed it within AIVL's pre-filtered US value-factor universe, yet its P/B ratio of 26.84 and a revenue decline of 1.07% presented mixed signals for an AI system designed to identify genuine value. Despite a 149.65% return on equity, these specific metrics, especially the high P/B and negative revenue growth, likely led AIVL's AI to reassess MO against its fundamental and valuation scoring models, tasked with distinguishing sustainable value from potential traps. This re-evaluation by the WisdomTree AI occurred as MO's price reached $69.51, positioning it at 93% of its 52-week high, suggesting a diminished margin of safety or relative appeal within the fund's ~100 US value stock portfolio. Consequently, AIVL initiated a consecutive series of weight reductions for MO, from 3.3879% to 3.1308% between June 5th and June 22nd, reflecting its periodic rebalancing process.
weight 3.428% → 3.131% (-0.297 pp)·stock down 5.2% in the 30 days before
Jun 22·entry $69.51·now $74.66
+7.41%
since Jun 22
AIVL · Weight decrease · 4d
Altria Group’s PBR of 26.84 and negative revenue growth of -1.07% likely influenced AIVL's AI, which scrutinizes fundamentals and valuation metrics to identify genuine value within its US value-factor universe. While the company exhibits a high ROE of 149.65%, WisdomTree's AI-driven method, tasked with distinguishing true value from value traps, probably weighed the elevated PBR and declining revenue growth as indicators of potential overvaluation. This analytical outcome aligns with the consecutive weight decrease observed in MO, moving from 3.2822% on June 11th to 3.1351% by June 18th. During this period, Altria’s price of $69.12 was nearing 93% of its 52-week high of $74.55, suggesting the AI perceived the stock as approaching the upper limit of its perceived value, prompting the reduction.
weight 3.428% → 3.135% (-0.293 pp)·stock down 6.6% in the 30 days before
Jun 18·entry $69.12·now $74.66
+8.02%
since Jun 18
+6.37%
since Jun 16
+3.78%
since Jun 12
+2.09%
since Jun 10
+4.73%
since Jun 8
+3.42%
since Jun 5
+5.75%
since Jun 4
+6.20%
since Jun 3
+8.75%
since Jun 1
PQUS · Weight increase · 2d
Altria Group Inc's (MO) 149.65% Return on Equity, paired with a PBR of 26.84 and a PER of 15.39, likely presented a picture of capital efficiency to Pictet Asset Management's AI ranking system. This aligns with PQUS's US large-cap, measured turnover strategy, which values stable, established companies despite a -1.07% revenue growth. Following a period of stable weight, the AI system initiated consecutive increases in MO's allocation on July 18th and 19th, moving from 1.08% to 1.15%. This decision coincided with the stock trading at $74.21, near its $74.55 52-week high, after registering a 30-day return of +5.1%. The fund's AI appears to recognize continued momentum in such financially disciplined assets, even at elevated price levels within its ~165 US large-cap portfolio.
weight 1.080% → 1.150% (+0.070 pp)·stock up 5.7% in the 30 days before
Jul 19·entry $74.66·now $74.66Fresh
0.00%
since Jul 19
PQUS · Weight decrease · 2d
MO is currently priced at $73.03, nearing 98% of its 52-week high after delivering a 3.9% return over 30 days and 22.4% over the past year. This upward price trajectory and the stock's valuation, marked by a negative revenue growth of -1.07% and a PBR of 26.84 despite a 149.65% ROE, likely prompted a recalibration within PQUS's AI ranking system. The AI's systematic re-evaluation within its US large-cap universe appears to have incrementally lowered MO's relative attractiveness. Consequently, the fund executed a consecutive weight decrease from 1.15% to 1.08% between July 10th and July 17th, 2026, a measured adjustment consistent with the ETF's periodic rebalances and emphasis on controlled turnover while maintaining sector balance across its ~165 holdings.
weight 1.120% → 1.080% (-0.040 pp)·stock up 5.7% in the 30 days before
Jul 17·entry $74.21·now $74.66
+0.61%
since Jul 17
PQUS · Weight decrease · 2d
The weight for Altria Group Inc. in PQUS shows a subtle, step-wise decrease, moving from 1.16% to 1.12% over several days, interspersed with minor fluctuations. This gradual adjustment aligns with Pictet Asset Management’s strategy for PQUS, a US large-cap fund employing measured turnover and periodic rebalances, rather than daily trading. The AI ranking system likely factored in Altria's current trading position at 96% of its 52-week high, following a 22.2% return over the past year, alongside its negative revenue growth of -1.07% and a PBR of 26.84. Such data points would prompt the AI to incrementally reduce exposure, maintaining sector balance and concentration rules by slightly reallocating from a stock showing potentially stretched valuation metrics after significant price appreciation.
weight 1.160% → 1.120% (-0.040 pp)·stock up 0.3% in the 30 days before
Jul 11·entry $71.87·now $74.66
+3.88%
since Jul 11
PQUS · Accumulation · 5d
Altria Group (MO) currently trades at $74.05, registering at 99% of its 52-week high of $74.55, following a year of upward momentum with a +25.9% return and a +8.9% gain over the last 90 days. Despite this elevated price level, Pictet Asset Management's AI ranking system for PQUS initiated a consistent, gradual accumulation in MO, increasing its weight from 1.12% to 1.22% between June 23rd and 30th, 2026. This action within the Consumer Staples sector suggests the AI system, operating over a US large-cap universe with sector-balance rules, found MO’s current valuation of 14.96 PER and a high 149.65% ROE compelling, even with a -1.07% revenue growth. The steady, rather than abrupt, increase in allocation aligns with PQUS’s measured turnover style and periodic rebalancing, indicating a systematic integration into its portfolio of approximately 165 US large caps.
weight 1.120% → 1.220% (+0.100 pp)·stock up 3.4% in the 30 days before
Jun 30·entry $71.95·now $74.66Drifting
+3.77%
since Jun 30
PQUS · Accumulation · 5d
Altria's PER of 14.96 and an extremely high ROE of 149.65%, despite a -1.07% revenue growth, likely positioned it as a financially efficient US large-cap candidate for Pictet Asset Management's AI ranking system within the PQUS portfolio. Given PQUS’s measured turnover style for its ~165 US large-cap holdings, the gradual accumulation observed, increasing from 1.12% to 1.22% between June 24th and June 28th, 2026, reflects a deliberate entry strategy. This measured incrementation occurred while MO was trading at $73.79, near 99% of its 52-week high of $74.55, following a 90-day return of +10.5%. The AI system’s sector-balance and concentration rules would have permitted this gradual increase within the Consumer Staples allocation, suggesting a continued favorable ranking for Altria at this elevated price level.
weight 1.120% → 1.220% (+0.100 pp)·stock up 2.9% in the 30 days before
Jun 29·entry $74.05·now $74.66Fresh
+0.82%
since Jun 29
PQUS · Accumulation · 5d
Pictet Asset Management's AI ranking system, overseeing its US large-cap universe with periodic rebalancing, initiated a gradual accumulation of Altria Group shares between June 24th and 28th, increasing its position from 1.12% to 1.22%. This specific adjustment within its ~165 US large-cap portfolio likely signals the AI recognizing a confluence of factors, including Altria's high 149.65% Return on Equity, which could be prioritized by the system despite negative revenue growth. Furthermore, Altria’s 1-year return of +23.4% and its current position at 99% of its 52-week high suggest the AI may have identified sustained market momentum or a favorable valuation within its sector-balance and concentration rules.
weight 1.120% → 1.220% (+0.100 pp)·stock up 2.3% in the 30 days before
Jun 28·entry $74.05·now $74.66Fresh
+0.82%
since Jun 28
PQUS · Weight increase · 4d
PQUS, managed by Pictet Asset Management, employs an AI ranking system to manage its ~165 US large-cap holdings, undergoing periodic rebalances. This systematic approach likely flagged Altria Group Inc. (MO) for increased allocation, evidenced by the consecutive weight rise from 1.12% to 1.21% between June 24th and June 27th, 2026. The AI's criteria for sector-balanced US large-caps would find MO's consistently strong 1-year return of +23.4% compelling. Furthermore, a high ROE of 149.65% could have positively influenced the AI's proprietary ranking, leading to the sustained adjustment despite the stock nearing its 52-week peak.
weight 1.120% → 1.210% (+0.090 pp)·stock up 2.3% in the 30 days before
Jun 27·entry $74.05·now $74.66Fresh
+0.82%
since Jun 27
PQUS · Weight increase · 3d
The cadence of the weight changes in Altria Group within PQUS, showing a gradual upward trend with a 0.05% increase on June 25th and a subsequent 0.01% on June 26th, reflects a measured adjustment. This accumulation, even as the stock trades at 98% of its 52-week high, indicates the AI ranking system values Altria’s 149.65% return on equity strongly. Given PQUS's strategy of periodic rebalancing and measured turnover, these incremental additions by Pictet Asset Management's fund suggest a calibrated approach to position MO within its sector-balanced portfolio. The fund appears to be nudging its exposure to a high-ROE Consumer Staples company that its AI system continues to favor.
weight 1.120% → 1.190% (+0.070 pp)·stock up 2.3% in the 30 days before
Jun 26·entry $73.79·now $74.66Fresh
+1.18%
since Jun 26
PQUS · Weight increase · 2d
MO is currently priced at $72.07, sitting at 97% of its 52-week high of $74.55, reflecting recent positive momentum with a 90-day return of +7.2%. Despite trading at these elevated levels, Pictet Asset Management’s PQUS, guided by its AI ranking system for US large-caps, progressively increased MO's weight, moving from 1.1300% to 1.1800% on June 24th and 25th. This adjustment suggests the AI's periodic rebalancing identified MO’s 149.65% Return on Equity as a key factor, considered alongside its negative revenue growth of -1.07%, within the fund's sector-balanced and measured turnover framework. The AI's model appears to be valuing MO's capital efficiency and sustained market performance, leading to a reinforced allocation decision within this newer, large-cap fund.
weight 1.120% → 1.180% (+0.060 pp)·stock up 1.2% in the 30 days before
Jun 25·entry $73.21·now $74.66Fresh
+1.98%
since Jun 25
PQUS · Weight increase · 2d
Currently trading at $69.12, MO is positioned at 93% of its 52-week high, exhibiting a 16.7% one-year return alongside a flat 0.1% return over the past 30 days. Within this price context, PQUS, a newer fund employing an AI ranking system with sector-balance and concentration rules, increased its allocation to MO from 1.06% to 1.13% on June 19, 2026. Even with a negative revenue growth of -1.07%, the AI's periodic rebalancing mechanism appears to have prioritized MO's 149.65% return on equity, a financial metric that often signals efficiency. This move for the Consumer Staples stock likely aligns with the fund's requirements for sector balance, potentially valuing MO's strong ROE and 14.33 P/E ratio relative to other large-cap opportunities, despite its 26.84 price-to-book ratio and current proximity to its 52-week peak.
weight 1.050% → 1.130% (+0.080 pp)·stock down 6.6% in the 30 days before
Jun 19·entry $69.51·now $74.66Drifting
+7.41%
since Jun 19
PQUS · Weight increase · 2d
stock up 0.6% in the 30 days before
Jun 12·entry $71.94·now $74.66Drifting
+3.78%
since Jun 12
QRFT · Weight increase · 2d
The pattern for Altria Group Inc. in QRFT reveals a distinct two-day, one-basis-point consecutive weight increase, moving from 0.25% to 0.26% then to 0.27% on June 23rd and 24th. This measured adjustment from Qraft AI, which blends traditional factors with proprietary alternative data, reflects a nuanced view of MO as it trades at 97% of its 52-week high of $74.55. The AI's decision to incrementally add exposure likely stems from Altria's 149.65% ROE signaling a quality attribute, coupled with 30-day and 90-day returns of +3.1% and +7.2% indicative of positive momentum. Positioned as a broad large-cap core fund, QRFT's AI incorporates these profitability metrics and upward price trajectory, typical of its factor combination approach, despite a modest -1.07% revenue growth.
weight 0.250% → 0.270% (+0.020 pp)·stock down 2.5% in the 30 days before
Jun 24·entry $72.07·now $74.66Drifting
+3.59%
since Jun 24
QRFT · Weight increase · 2d
stock up 6.6% in the 30 days before
Jun 10·entry $73.13·now $74.66Drifting
+2.09%
since Jun 10
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 21
AI ETF activity for Altria Group is mixed, with AIVL showing a recent decreasing trend in holdings, while PQUS and QRFT are gradually accumulating shares. This analysis's 'Fail' verdict, driven by insufficient financial data to confirm health, aligns partially with AIVL's cautious stance but contrasts with the other AI ETFs increasing their positions.
- Circle of CompetenceAltria's core tobacco business, characterized by strong brand loyalty and pricing power in a mature market, allows for reasonably predictable cash flow projections despite volume declines.
- Economic MoatThe company benefits from a durable economic moat derived from powerful brands, extensive distribution networks, and a deep understanding of the highly regulated tobacco industry.
- ManagementAn assessment of management's candor, capital allocation discipline, and skin in the game is not possible with the limited data provided.
- Financial HealthDespite a high current ROE, a lack of 10-year average ROE, consistent owner earnings data, and details on debt leverage prevent a conclusive pass on financial health.
- Margin of SafetyWithout a comprehensive intrinsic valuation, it is not possible to determine if the current price offers a sufficient margin of safety.
While Altria operates within a predictable circle of competence and possesses a strong economic moat, the absence of sufficient historical financial data, particularly concerning consistent profitability, debt management, and owner earnings, leads to a 'Fail' on financial health. As a result, the framework declines to recommend the company as meeting all value investing criteria, with management and margin of safety also unassessable.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.