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Avion Wealth’s Altria Group MO Stock Holding History

Avion 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 		$158K Buy
2,407
+184
+8% +$11.8K 0.03% 119
2025
Q4 		$128K Sell
2,223
-22
-1% -$1.33K 0.03% 126
2025
Q3 		$148K Buy
2,245
+8
+0.4% +$507 0.03% 124
2025
Q2 		$131K Buy
2,237
+239
+12% +$14K 0.03% 117
2025
Q1 		$104K Hold
1,998
– – 0.03% 131
2024
Q4 		$104K Buy
1,998
+41
+2% +$2.18K 0.03% 131
2024
Q3 		$99K Sell
1,957
-66
-3% -$3.34K 0.03% 125
2024
Q2 		$92K Sell
2,023
-197
-9% -$8.74K 0.03% 123
2024
Q1 		$97K Buy
2,220
+186
+9% +$7.71K 0.03% 122
2023
Q4 		$82K Sell
2,034
-10
-0.5% -$414 0.02% 123
2023
Q3 		$85K Buy
2,044
+158
+8% +$6.98K 0.02% 112
2023
Q2 		$84K Buy
1,886
+283
+18% +$12.8K 0.02% 121
2023
Q1 		$73K Sell
1,603
-47
-3% -$2.16K 0.02% 119
2022
Q4 		$66K Hold
1,650
– – 0.02% 127
2022
Q3 		$67K Buy
1,650
+200
+14% +$8.72K 0.02% 127
2022
Q2 		$61K Buy
1,450
+1,300
+867% +$67.3K 0.02% 125
2022
Q1 		$8K Hold
150
– – ﹤0.01% 254
2021
Q4 		$7K Sell
150
-200
-57% -$9.16K ﹤0.01% 271
2021
Q3 		$16K Buy
350
+50
+17% +$2.42K ﹤0.01% 197
2021
Q2 		$14K Buy
300
+200
+200% +$9.83K ﹤0.01% 200
2021
Q1 		$5K Sell
100
-200
-67% -$8.96K ﹤0.01% 263
2020
Q4 		$12K Sell
300
-55
-15% -$2.21K ﹤0.01% 208
2020
Q3 		$14K Buy
355
+300
+545% +$12.5K ﹤0.01% 163
2020
Q2 		$2K Hold
55
– – ﹤0.01% 248
2020
Q1 		$2K Buy
+55
New +$2.44K ﹤0.01% 268

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

Avion Wealth's MO Position: Q1 2026 in Review

Avion Wealth increased its Altria Group (MO) stake by 8.3% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,407 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #119.

Avion Wealth first reported a position in MO in Q1 2020 and has held it in 25 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Avion Wealth held 2,407 shares of Altria Group worth $158K as of Q1 2026.
  • Avion Wealth bought 184 Altria Group shares in Q1 2026, an estimated $11.8K.
  • Altria Group made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #119 holding.
  • Avion Wealth first reported a position in Altria Group in Q1 2020 and has held it in 25 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.