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Ashton Thomas Private Wealth’s Altria Group MO Stock Holding History

Ashton Thomas Private Wealth’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 		$3.96M Sell
60,078
-895
-1% -$57.6K 0.09% 228
2025
Q4 		$3.58M Buy
60,973
+13,952
+30% +$842K 0.09% 224
2025
Q3 		$3.16M Buy
47,021
+4,622
+11% +$293K 0.08% 244
2025
Q2 		$2.53M Buy
42,399
+481
+1% +$28.2K 0.09% 236
2025
Q1 		$2.56M Sell
41,918
-3,296
-7% -$180K 0.1% 230
2024
Q4 		$2.41M Buy
45,214
+9,789
+28% +$521K 0.09% 241
2024
Q3 		$1.81M Buy
35,425
+1,941
+6% +$98.1K 0.1% 226
2024
Q2 		$1.53M Sell
33,484
-358
-1% -$15.9K 0.08% 238
2024
Q1 		$1.48M Buy
33,842
+1,432
+4% +$59.4K 0.08% 246
2023
Q4 		$1.31M Buy
32,410
+525
+2% +$21.7K 0.08% 252
2023
Q3 		$1.34M Sell
31,885
-263
-0.8% -$11.6K 0.1% 228
2023
Q2 		$1.46M Buy
32,148
+4,538
+16% +$206K 0.11% 206
2023
Q1 		$1.23M Buy
27,610
+1,245
+5% +$57.2K 0.11% 219
2022
Q4 		$1.21M Buy
26,365
+280
+1% +$12.7K 0.12% 209
2022
Q3 		$1.05M Buy
26,085
+357
+1% +$15.6K 0.12% 203
2022
Q2 		$1.07M Sell
25,728
-687
-3% -$35.6K 0.12% 203
2022
Q1 		$1.38M Buy
26,415
+4,420
+20% +$225K 0.12% 200
2021
Q4 		$1.04M Buy
21,995
+14,799
+206% +$678K 0.1% 228
2021
Q3 		$328K Sell
7,196
-558
-7% -$26.9K 0.05% 295
2021
Q2 		$370K Buy
7,754
+3,034
+64% +$149K 0.06% 267
2021
Q1 		$241K Buy
+4,720
New +$212K 0.04% 277

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

Ashton Thomas Private Wealth's MO Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Altria Group (MO) stake by 1.5% in Q1 2026, selling an estimated $57.6K and leaving 60,078 shares worth $3.96M. The position accounts for 0.09% of the portfolio, ranked #228.

Ashton Thomas Private Wealth first reported a position in MO in Q1 2021 and has held it in 21 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Ashton Thomas Private Wealth held 60,078 shares of Altria Group worth $3.96M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 895 Altria Group shares in Q1 2026, an estimated $57.6K.
  • Altria Group made up 0.09% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #228 holding.
  • Ashton Thomas Private Wealth first reported a position in Altria Group in Q1 2021 and has held it in 21 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.