Carson Wealth (CWM LLC)
MO icon

Carson Wealth (CWM LLC)’s Altria Group MO Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-162
Closed -$7K – 364
2013
Q4 		$7K Buy
+162
New +$5.98K ﹤0.01% 485

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 Wealth (CWM LLC)'s MO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Altria Group (MO) stake by 0.42% in Q1 2026, buying an estimated $136K and bringing the position to 505,960 shares worth $33.4M. The position accounts for 0.09% of the portfolio, ranked #214.

Carson Wealth (CWM LLC) first reported a position in MO in Q3 2013 and has held it in 50 quarters since. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 505,960 shares of Altria Group worth $33.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,118 Altria Group shares in Q1 2026, an estimated $136K.
  • Altria Group made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #214 holding.
  • Carson Wealth (CWM LLC) first reported a position in Altria Group in Q3 2013 and has held it in 50 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.