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Carson Advisory’s Altria Group MO Stock Holding History

Carson Advisory’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 		$393K Sell
5,959
-246
-4% -$15.8K 0.2% 102
2025
Q4 		$358K Buy
6,205
+3
+0% +$181 0.19% 109
2025
Q3 		$410K Sell
6,202
-197
-3% -$12.5K 0.22% 92
2025
Q2 		$375K Sell
6,399
-89
-1% -$5.23K 0.24% 97
2025
Q1 		$389K Buy
6,488
+3
+0% +$164 0.26% 89
2024
Q4 		$339K Buy
6,485
+220
+4% +$11.7K 0.24% 103
2024
Q3 		$320K Sell
6,265
-11
-0.2% -$556 0.2% 123
2024
Q2 		$286K Sell
6,276
-67
-1% -$2.97K 0.2% 121
2024
Q1 		$277K Buy
6,343
+254
+4% +$10.5K 0.19% 125
2023
Q4 		$246K Sell
6,089
-1,049
-15% -$43.4K 0.19% 130
2023
Q3 		$300K Buy
7,138
+1,811
+34% +$80K 0.26% 102
2023
Q2 		$241K Buy
5,327
+36
+0.7% +$1.63K 0.2% 127
2023
Q1 		$236K Buy
5,291
+204
+4% +$9.38K 0.21% 122
2022
Q4 		$233K Buy
5,087
+3
+0.1% +$136 0.22% 112
2022
Q3 		$205K Sell
5,084
-38
-0.7% -$1.66K 0.23% 116
2022
Q2 		$214K Buy
5,122
+3
+0.1% +$155 0.24% 106
2022
Q1 		$267K Buy
5,119
+105
+2% +$5.35K 0.27% 96
2021
Q4 		$238K Buy
+5,014
New +$230K 0.24% 110

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

Carson Advisory's MO Position: Q1 2026 in Review

Carson Advisory reduced its Altria Group (MO) stake by 4% in Q1 2026, selling an estimated $15.8K and leaving 5,959 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #102.

Carson Advisory first reported a position in MO in Q4 2021 and has held it in 18 quarters since. The position peaked at $410K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Carson Advisory held 5,959 shares of Altria Group worth $393K as of Q1 2026.
  • Carson Advisory sold 246 Altria Group shares in Q1 2026, an estimated $15.8K.
  • Altria Group made up 0.2% of Carson Advisory's portfolio in Q1 2026, its #102 holding.
  • Carson Advisory first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Altria Group position peaked at $410K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.