Blalock Williams’s Altria Group MO Stock Holding History

Blalock Williams’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	$432K	Sell	6,548 -1,014	-13%	-$65.2K	0.33%	73
2025 Q4	$436K	Sell	7,562 -318	-4%	-$19.2K	0.35%	65
2025 Q3	$521K	Buy	7,880 +275	+4%	+$17.4K	0.46%	57
2025 Q2	$446K	Buy	7,605 +871	+13%	+$51.2K	0.45%	61
2025 Q1	$404K	Sell	6,734 -204	-3%	-$11.1K	0.45%	65
2024 Q4	$363K	Buy	+6,938	New	+$370K	0.42%	63

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blalock Williams's MO Position: Q1 2026 in Review

Blalock Williams reduced its Altria Group (MO) stake by 13% in Q1 2026, selling an estimated $65.2K and leaving 6,548 shares worth $432K. The position accounts for 0.33% of the portfolio, ranked #73.

Blalock Williams first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $521K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Blalock Williams held 6,548 shares of Altria Group worth $432K as of Q1 2026.
Blalock Williams sold 1,014 Altria Group shares in Q1 2026, an estimated $65.2K.
Altria Group made up 0.33% of Blalock Williams's portfolio in Q1 2026, its #73 holding.
Blalock Williams first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's Altria Group position peaked at $521K in Q3 2025.
2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.