AWM
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Avaii Wealth Management’s Altria Group MO Stock Holding History

Avaii 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 		$640K Buy
9,701
+74
+0.8% +$4.76K 0.22% 59
2025
Q4 		$555K Sell
9,627
-230
-2% -$13.9K 0.2% 66
2025
Q3 		$651K Buy
9,857
+203
+2% +$12.9K 0.25% 55
2025
Q2 		$566K Sell
9,654
-327
-3% -$19.2K 0.25% 54
2025
Q1 		$599K Buy
9,981
+4,248
+74% +$232K 0.32% 43
2024
Q4 		$300K Sell
5,733
-627
-10% -$33.4K 0.15% 93
2024
Q3 		$325K Sell
6,360
-3,393
-35% -$171K 0.16% 89
2024
Q2 		$444K Sell
9,753
-1,479
-13% -$65.6K 0.25% 70
2024
Q1 		$490K Sell
11,232
-387
-3% -$16K 0.29% 64
2023
Q4 		$469K Sell
11,619
-799
-6% -$33K 0.31% 75
2023
Q3 		$522K Buy
12,418
+3,178
+34% +$140K 0.4% 56
2023
Q2 		$419K Buy
9,240
+1,533
+20% +$69.4K 0.32% 76
2023
Q1 		$344K Buy
7,707
+2,040
+36% +$93.8K 0.3% 79
2022
Q4 		$259K Buy
+5,667
New +$257K 0.23% 103
2022
Q2 		– Sell
-5,278
Closed -$276K – 111
2022
Q1 		$276K Buy
+5,278
New +$269K 0.26% 78

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

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

Avaii Wealth Management increased its Altria Group (MO) stake by 0.77% in Q1 2026, buying an estimated $4.76K and bringing the position to 9,701 shares worth $640K. The position accounts for 0.22% of the portfolio, ranked #59.

Avaii Wealth Management first reported a position in MO in Q1 2022 and has held it in 15 quarters since. The position peaked at $651K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Avaii Wealth Management held 9,701 shares of Altria Group worth $640K as of Q1 2026.
  • Avaii Wealth Management bought 74 Altria Group shares in Q1 2026, an estimated $4.76K.
  • Altria Group made up 0.22% of Avaii Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Avaii Wealth Management first reported a position in Altria Group in Q1 2022 and has held it in 15 quarters since.
  • Avaii Wealth Management's Altria Group position peaked at $651K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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