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Axis Wealth Partners’s Altria Group MO Stock Holding History

Axis Wealth Partners’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 		$744K Sell
11,281
-57
-0.5% -$3.67K 0.4% 71
2025
Q4 		$654K Sell
11,338
-6
-0.1% -$362 0.36% 73
2025
Q3 		$749K Buy
11,344
+14
+0.1% +$887 0.44% 62
2025
Q2 		$664K Buy
11,330
+45
+0.4% +$2.64K 0.44% 62
2025
Q1 		$677K Sell
11,285
-51
-0.4% -$2.78K 0.5% 58
2024
Q4 		$593K Buy
+11,336
New +$604K 0.5% 54

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

Axis Wealth Partners's MO Position: Q1 2026 in Review

Axis Wealth Partners reduced its Altria Group (MO) stake by 0.5% in Q1 2026, selling an estimated $3.67K and leaving 11,281 shares worth $744K. The position accounts for 0.4% of the portfolio, ranked #71.

Axis Wealth Partners first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $749K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Axis Wealth Partners held 11,281 shares of Altria Group worth $744K as of Q1 2026.
  • Axis Wealth Partners sold 57 Altria Group shares in Q1 2026, an estimated $3.67K.
  • Altria Group made up 0.4% of Axis Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • Axis Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's Altria Group position peaked at $749K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.