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Ariadne Wealth Management’s Altria Group MO Stock Holding History

Ariadne 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 		$740K Buy
11,018
+293
+3% +$18.9K 0.33% 70
2025
Q4 		$719K Sell
10,725
-673
-6% -$40.6K 0.3% 74
2025
Q3 		$659K Buy
11,398
+586
+5% +$37.1K 0.3% 76
2025
Q2 		$708K Sell
10,812
-212
-2% -$12.4K 0.34% 63
2025
Q1 		$655K Buy
11,024
+50
+0.5% +$2.73K 0.34% 62
2024
Q4 		$591K Buy
10,974
+4,220
+62% +$225K 0.27% 75
2024
Q3 		$362K Buy
+6,754
New +$341K 0.2% 104

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ariadne Wealth Management's MO Position: Q1 2026 in Review

Ariadne Wealth Management increased its Altria Group (MO) stake by 2.7% in Q1 2026, buying an estimated $18.9K and bringing the position to 11,018 shares worth $740K. The position accounts for 0.33% of the portfolio, ranked #70.

Ariadne Wealth Management first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Ariadne Wealth Management held 11,018 shares of Altria Group worth $740K as of Q1 2026.
  • Ariadne Wealth Management bought 293 Altria Group shares in Q1 2026, an estimated $18.9K.
  • Altria Group made up 0.33% of Ariadne Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Ariadne Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.