Center For Asset Management’s Altria Group MO Stock Holding History

Center For Asset 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	$1.4M	Sell	21,195 -90	-0.4%	-$5.79K	0.69%	42
2025 Q4	$1.23M	Sell	21,285 -2,018	-9%	-$122K	0.64%	44
2025 Q3	$1.54M	Buy	23,303 +2,026	+10%	+$128K	0.82%	33
2025 Q2	$1.11M	Sell	21,277 -435	-2%	-$25.5K	0.68%	36
2025 Q1	$1.3M	Buy	21,712 +28	+0.1%	+$1.53K	0.8%	32
2024 Q4	$1.13M	Buy	21,684 +119	+0.6%	+$6.34K	0.73%	33
2024 Q3	$1.1M	Buy	21,565 +845	+4%	+$42.7K	0.66%	38
2024 Q2	$944K	Buy	20,720 +417	+2%	+$18.5K	0.62%	37
2024 Q1	$886K	Buy	20,303 +463	+2%	+$19.2K	0.72%	32
2023 Q4	$800K	Buy	19,840 +6,371	+47%	+$263K	0.73%	32
2023 Q3	$566K	Buy	+13,469	New	+$595K	0.57%	42

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

Center For Asset Management's MO Position: Q1 2026 in Review

Center For Asset Management reduced its Altria Group (MO) stake by 0.42% in Q1 2026, selling an estimated $5.79K and leaving 21,195 shares worth $1.4M. The position accounts for 0.69% of the portfolio, ranked #42.

Center For Asset Management first reported a position in MO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Center For Asset Management held 21,195 shares of Altria Group worth $1.4M as of Q1 2026.
Center For Asset Management sold 90 Altria Group shares in Q1 2026, an estimated $5.79K.
Altria Group made up 0.69% of Center For Asset Management's portfolio in Q1 2026, its #42 holding.
Center For Asset Management first reported a position in Altria Group in Q3 2023 and has held it in 11 quarters since.
Center For Asset Management's Altria Group position peaked at $1.54M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.