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Consultiva Wealth Management’s Altria Group MO Stock Holding History

Consultiva 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 		– Sell
-600
Closed -$34.6K – 264
2025
Q4 		$34.6K Hold
600
– – 0.1% 111
2025
Q3 		$39.6K Hold
600
– – 0.11% 102
2025
Q2 		$35.2K Hold
600
– – 0.11% 111
2025
Q1 		$36K Buy
+600
New +$32.8K 0.12% 108

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

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

Consultiva Wealth Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 600 shares — an estimated $34.6K sold.

Consultiva Wealth Management first reported a position in MO in Q1 2025 and held it in 4 quarters. The position peaked at $39.6K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Consultiva Wealth Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Consultiva Wealth Management sold 600 Altria Group shares in Q1 2026, an estimated $34.6K.
  • Consultiva Wealth Management first reported a position in Altria Group in Q1 2025 and held it in 4 quarters.
  • Consultiva Wealth Management's Altria Group position peaked at $39.6K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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