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Ball & Co Wealth Management’s Altria Group MO Stock Holding History

Ball & Co 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 		$30K Buy
467
+9
+2% +$579 0.03% 49
2025
Q4 		$26K Buy
458
+7
+2% +$423 0.02% 49
2025
Q3 		$29K Buy
451
+8
+2% +$507 0.02% 56
2025
Q2 		$25K Buy
443
+8
+2% +$470 0.03% 44
2025
Q1 		$26K Buy
435
+8
+2% +$437 0.03% 37
2024
Q4 		$22K Buy
+427
New +$22.7K 0.02% 43

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

Ball & Co Wealth Management's MO Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Altria Group (MO) stake by 2% in Q1 2026, buying an estimated $579 and bringing the position to 467 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #49.

Ball & Co Wealth Management first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Ball & Co Wealth Management held 467 shares of Altria Group worth $30K as of Q1 2026.
  • Ball & Co Wealth Management bought 9 Altria Group shares in Q1 2026, an estimated $579.
  • Altria Group made up 0.03% of Ball & Co Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Ball & Co Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.