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Conscious Wealth Investments’s Altria Group MO Stock Holding History

Conscious Wealth 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 		$405K Buy
6,280
+2,139
+52% +$138K 0.23% 51
2025
Q4 		$271K Buy
4,141
+99
+2% +$5.98K 0.16% 56
2025
Q3 		$228K Hold
4,042
– – 0.14% 54
2025
Q2 		$240K Hold
4,042
– – 0.15% 52
2025
Q1 		$240K Buy
+4,042
New +$221K 0.17% 49

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

Conscious Wealth Investments's MO Position: Q1 2026 in Review

Conscious Wealth Investments increased its Altria Group (MO) stake by 52% in Q1 2026, buying an estimated $138K and bringing the position to 6,280 shares worth $405K. The position accounts for 0.23% of the portfolio, ranked #51.

Conscious Wealth Investments first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Conscious Wealth Investments held 6,280 shares of Altria Group worth $405K as of Q1 2026.
  • Conscious Wealth Investments bought 2,139 Altria Group shares in Q1 2026, an estimated $138K.
  • Altria Group made up 0.23% of Conscious Wealth Investments's portfolio in Q1 2026, its #51 holding.
  • Conscious Wealth Investments first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.