Challenger Wealth Management’s Altria Group MO Stock Holding History

Challenger Wealth 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	$537K	Sell	8,137 -19	-0.2%	-$1.22K	0.43%	40
2025 Q4	$470K	Buy	8,156 +1	+0%	+$60	0.36%	44
2025 Q3	$539K	Buy	8,155 +422	+5%	+$26.7K	0.42%	40
2025 Q2	$453K	Buy	7,733 +18	+0.2%	+$1.06K	0.31%	54
2025 Q1	$463K	Sell	7,715 -700	-8%	-$38.2K	0.37%	50
2024 Q4	$440K	Buy	+8,415	New	+$448K	0.38%	51

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

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

Challenger Wealth Management reduced its Altria Group (MO) stake by 0.23% in Q1 2026, selling an estimated $1.22K and leaving 8,137 shares worth $537K. The position accounts for 0.43% of the portfolio, ranked #40.

Challenger Wealth Management first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Challenger Wealth Management held 8,137 shares of Altria Group worth $537K as of Q1 2026.
Challenger Wealth Management sold 19 Altria Group shares in Q1 2026, an estimated $1.22K.
Altria Group made up 0.43% of Challenger Wealth Management's portfolio in Q1 2026, its #40 holding.
Challenger Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
Challenger Wealth Management's Altria Group position peaked at $539K in Q3 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.