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Commonwealth Retirement Investments’s Altria Group MO Stock Holding History

Commonwealth Retirement Investments’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 		$7.9M Buy
119,685
+4,483
+4% +$288K 2.44% 14
2025
Q4 		$6.64M Buy
115,202
+2,181
+2% +$132K 2.14% 13
2025
Q3 		$7.47M Buy
113,021
+2,084
+2% +$132K 2.54% 12
2025
Q2 		$6.5M Sell
110,937
-8,845
-7% -$519K 2.47% 11
2025
Q1 		$7.19M Buy
119,782
+1,973
+2% +$108K 2.92% 10
2024
Q4 		$6.16M Sell
117,809
-583
-0.5% -$31.1K 2.54% 11
2024
Q3 		$6.04M Buy
118,392
+1,208
+1% +$61.1K 2.53% 11
2024
Q2 		$5.34M Sell
117,184
-11,419
-9% -$507K 2.44% 11
2024
Q1 		$5.61M Buy
128,603
+49,268
+62% +$2.04M 2.68% 12
2023
Q4 		$3.2M Sell
79,335
-42,290
-35% -$1.75M 1.7% 18
2023
Q3 		$5.11M Buy
121,625
+4,577
+4% +$202K 2.95% 13
2023
Q2 		$5.3M Buy
+117,048
New +$5.3M 2.96% 12

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

Commonwealth Retirement Investments's MO Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its Altria Group (MO) stake by 3.9% in Q1 2026, buying an estimated $288K and bringing the position to 119,685 shares worth $7.9M. The position accounts for 2.44% of the portfolio, ranked #14.

Commonwealth Retirement Investments first reported a position in MO in Q2 2023 and has held it in 12 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Commonwealth Retirement Investments held 119,685 shares of Altria Group worth $7.9M as of Q1 2026.
  • Commonwealth Retirement Investments bought 4,483 Altria Group shares in Q1 2026, an estimated $288K.
  • Altria Group made up 2.44% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #14 holding.
  • Commonwealth Retirement Investments first reported a position in Altria Group in Q2 2023 and has held it in 12 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.