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1900 Wealth Management’s Altria Group MO Stock Holding History

1900 Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Sell
5,370
-133
-2% -$9.28K 0.02% 208
2026
Q1 		$363K Buy
5,503
+169
+3% +$10.9K 0.02% 193
2025
Q4 		$308K Buy
5,334
+73
+1% +$4.41K 0.02% 205
2025
Q3 		$348K Buy
5,261
+41
+0.8% +$2.6K 0.02% 183
2025
Q2 		$306K Sell
5,220
-81
-2% -$4.76K 0.02% 184
2025
Q1 		$318K Sell
5,301
-693
-12% -$37.8K 0.03% 179
2024
Q4 		$313K Buy
5,994
+14
+0.2% +$746 0.03% 185
2024
Q3 		$305K Buy
5,980
+14
+0.2% +$708 0.03% 188
2024
Q2 		$272K Buy
5,966
+14
+0.2% +$621 0.03% 196
2024
Q1 		$260K Sell
5,952
-2,588
-30% -$107K 0.02% 209
2023
Q4 		$345K Sell
8,540
-504
-6% -$20.8K 0.03% 236
2023
Q3 		$380K Buy
9,044
+2,964
+49% +$131K 0.04% 215
2023
Q2 		$275K Buy
6,080
+412
+7% +$18.7K 0.03% 205
2023
Q1 		$254K Hold
5,668
– – 0.03% 207
2022
Q4 		$259K Hold
5,668
– – 0.03% 204
2022
Q3 		$229K Buy
5,668
+3
+0.1% +$131 0.03% 207
2022
Q2 		$237K Buy
5,665
+115
+2% +$5.96K 0.03% 208
2022
Q1 		$290K Sell
5,550
-270
-5% -$13.8K 0.03% 209
2021
Q4 		$276K Hold
5,820
– – 0.03% 207
2021
Q3 		$264K Hold
5,820
– – 0.03% 191
2021
Q2 		$277K Buy
5,820
+270
+5% +$13.3K 0.03% 188
2021
Q1 		$284 Hold
5,550
– – 0.02% 149
2020
Q4 		$228K Buy
+5,550
New +$223K 0.03% 133

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1900 Wealth Management's MO Position: Q2 2026 in Review

1900 Wealth Management reduced its Altria Group (MO) stake by 2.4% in Q2 2026, selling an estimated $9.28K and leaving 5,370 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #208.

1900 Wealth Management first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • 1900 Wealth Management held 5,370 shares of Altria Group worth $386K as of Q2 2026.
  • 1900 Wealth Management sold 133 Altria Group shares in Q2 2026, an estimated $9.28K.
  • Altria Group made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #208 holding.
  • 1900 Wealth Management first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.