Center for Wealth Management Advisory’s Altria Group MO Stock Holding History

Center for Wealth Management 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	$894K	Sell	13,547 -4,990	-27%	-$321K	0.64%	42
2025 Q4	$1.07M	Buy	+18,537	New	+$1.12M	0.79%	40

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 Wealth Management Advisory's MO Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Altria Group (MO) stake by 27% in Q1 2026, selling an estimated $321K and leaving 13,547 shares worth $894K. The position accounts for 0.64% of the portfolio, ranked #42.

Center for Wealth Management Advisory first reported a position in MO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Center for Wealth Management Advisory held 13,547 shares of Altria Group worth $894K as of Q1 2026.
Center for Wealth Management Advisory sold 4,990 Altria Group shares in Q1 2026, an estimated $321K.
Altria Group made up 0.64% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #42 holding.
Center for Wealth Management Advisory first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's Altria Group position peaked at $1.07M in Q4 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.