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Cornerstone Wealth Group’s Altria Group MO Stock Holding History

Cornerstone Wealth Group’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 		$10.5M Buy
162,195
+9,065
+6% +$583K 0.67% 35
2025
Q4 		$8.83M Buy
153,130
+68,984
+82% +$4.17M 0.6% 42
2025
Q3 		$5.56M Buy
84,146
+1,267
+2% +$80.3K 0.38% 77
2025
Q2 		$4.86M Buy
82,879
+1,693
+2% +$99.4K 0.36% 76
2025
Q1 		$4.87M Sell
81,186
-8,940
-10% -$488K 0.4% 75
2024
Q4 		$4.71M Buy
90,126
+2,431
+3% +$129K 0.38% 72
2024
Q3 		$4.48M Buy
87,695
+1,447
+2% +$73.1K 0.37% 74
2024
Q2 		$3.93M Buy
86,248
+2,208
+3% +$98K 0.35% 76
2024
Q1 		$3.67M Buy
84,040
+3,282
+4% +$136K 0.34% 75
2023
Q4 		$3.26M Buy
80,758
+4,511
+6% +$187K 0.47% 59
2023
Q3 		$3.21M Buy
76,247
+2,106
+3% +$93K 0.57% 62
2023
Q2 		$3.36M Buy
74,141
+451
+0.6% +$20.4K 0.61% 65
2023
Q1 		$3.29M Buy
73,690
+921
+1% +$42.3K 0.58% 65
2022
Q4 		$3.33M Buy
72,769
+1,680
+2% +$76.1K 0.63% 54
2022
Q3 		$2.87M Buy
71,089
+1,058
+2% +$46.2K 0.63% 55
2022
Q2 		$2.92M Buy
70,031
+4,966
+8% +$257K 0.61% 60
2022
Q1 		$3.4M Buy
65,065
+8,610
+15% +$439K 0.62% 61
2021
Q4 		$2.67M Buy
56,455
+12
+0% +$550 0.46% 76
2021
Q3 		$2.57M Buy
56,443
+2,205
+4% +$106K 0.45% 75
2021
Q2 		$2.54M Buy
54,238
+2,673
+5% +$131K 0.52% 68
2021
Q1 		$2.45M Buy
51,565
+36,390
+240% +$1.63M 0.5% 81
2020
Q4 		$622K Sell
15,175
-1,597
-10% -$64.1K 0.15% 107
2020
Q3 		$648K Buy
16,772
+12
+0.1% +$499 0.18% 87
2020
Q2 		$658K Buy
16,760
+11
+0.1% +$429 0.17% 81
2020
Q1 		$648K Buy
16,749
+74
+0.4% +$3.28K 0.23% 71
2019
Q4 		$832K Sell
16,675
-1,799
-10% -$84.9K 0.22% 99
2019
Q3 		$756K Buy
18,474
+884
+5% +$40.7K 0.19% 90
2019
Q2 		$833K Sell
17,590
-49
-0.3% -$2.57K 0.22% 103
2019
Q1 		$1.01M Buy
+17,639
New +$902K 0.25% 89

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

Cornerstone Wealth Group's MO Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Altria Group (MO) stake by 5.9% in Q1 2026, buying an estimated $583K and bringing the position to 162,195 shares worth $10.5M. The position accounts for 0.67% of the portfolio, ranked #35.

Cornerstone Wealth Group first reported a position in MO in Q1 2019 and has held it in 29 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Cornerstone Wealth Group held 162,195 shares of Altria Group worth $10.5M as of Q1 2026.
  • Cornerstone Wealth Group bought 9,065 Altria Group shares in Q1 2026, an estimated $583K.
  • Altria Group made up 0.67% of Cornerstone Wealth Group's portfolio in Q1 2026, its #35 holding.
  • Cornerstone Wealth Group first reported a position in Altria Group in Q1 2019 and has held it in 29 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.