Alpine Bank Wealth Management’s Altria Group MO Stock Holding History

Alpine Bank 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 Q1	$323K	Buy	4,897 +430	+10%	+$27.7K	0.05%	132
2025 Q4	$258K	Sell	4,467 -29	-0.6%	-$1.75K	0.04%	136
2025 Q3	$297K	Sell	4,496 -60	-1%	-$3.8K	0.04%	130
2025 Q2	$267K	Sell	4,556 -800	-15%	-$47K	0.04%	125
2025 Q1	$321K	Buy	+5,356	New	+$292K	0.05%	113
2024 Q3	$305K	Buy	+5,980	New	+$302K	0.05%	120

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpine Bank Wealth Management's MO Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its Altria Group (MO) stake by 9.6% in Q1 2026, buying an estimated $27.7K and bringing the position to 4,897 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #132.

Alpine Bank Wealth Management first reported a position in MO in Q3 2024 and has held it in 6 quarters since. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Alpine Bank Wealth Management held 4,897 shares of Altria Group worth $323K as of Q1 2026.
Alpine Bank Wealth Management bought 430 Altria Group shares in Q1 2026, an estimated $27.7K.
Altria Group made up 0.05% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #132 holding.
Alpine Bank Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 6 quarters since.
2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.