Cherry Tree Wealth Management’s Altria Group MO Stock Holding History

Cherry Tree 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	$121K	Hold	1,831	–	–	0.03%	198
2025 Q4	$106K	Buy	1,831 +37	+2%	+$2.23K	0.02%	216
2025 Q3	$119K	Hold	1,794	–	–	0.03%	206
2025 Q2	$105K	Sell	1,794 -873	-33%	-$51.3K	0.02%	211
2025 Q1	$160K	Sell	2,667 -100	-4%	-$5.46K	0.04%	171
2024 Q4	$145K	Hold	2,767	–	–	0.04%	177
2024 Q3	$141K	Hold	2,767	–	–	0.03%	184
2024 Q2	$126K	Sell	2,767 -578	-17%	-$25.6K	0.03%	185
2024 Q1	$146K	Hold	3,345	–	–	0.04%	174
2023 Q4	$135K	Hold	3,345	–	–	0.04%	172
2023 Q3	$141K	Hold	3,345	–	–	0.04%	162
2023 Q2	$152K	Buy	+3,345	New	+$152K	0.04%	157

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherry Tree Wealth Management's MO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Altria Group (MO) position steady in Q1 2026 at 1,831 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #198.

Cherry Tree Wealth Management first reported a position in MO in Q2 2023 and has held it in 12 quarters since. The position peaked at $160K in Q1 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Cherry Tree Wealth Management held 1,831 shares of Altria Group worth $121K as of Q1 2026.
Cherry Tree Wealth Management left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #198 holding.
Cherry Tree Wealth Management first reported a position in Altria Group in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Altria Group position peaked at $160K in Q1 2025.
2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.