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CWS Financial Advisors’s Altria Group MO Stock Holding History

CWS Financial Advisors’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 		$977K Sell
14,806
-292
-2% -$18.8K 0.25% 56
2025
Q4 		$871K Sell
15,098
-319
-2% -$19.3K 0.24% 57
2025
Q3 		$1.02M Buy
15,417
+78
+0.5% +$4.94K 0.28% 47
2025
Q2 		$899K Buy
15,339
+70
+0.5% +$4.11K 0.26% 49
2025
Q1 		$916K Buy
15,269
+99
+0.7% +$5.41K 0.29% 44
2024
Q4 		$793K Buy
15,170
+86
+0.6% +$4.58K 0.26% 44
2024
Q3 		$770K Buy
15,084
+87
+0.6% +$4.4K 0.27% 42
2024
Q2 		$683K Buy
14,997
+77
+0.5% +$3.42K 0.27% 41
2024
Q1 		$651K Sell
14,920
-2,013
-12% -$83.5K 0.27% 40
2023
Q4 		$683K Sell
16,933
-74
-0.4% -$3.06K 0.26% 56
2023
Q3 		$715K Sell
17,007
-237
-1% -$10.5K 0.29% 56
2023
Q2 		$781K Buy
17,244
+211
+1% +$9.56K 0.3% 54
2023
Q1 		$760K Sell
17,033
-2,005
-11% -$92.2K 0.3% 56
2022
Q4 		$974K Buy
19,038
+2,597
+16% +$118K 0.42% 35
2022
Q3 		$664K Buy
16,441
+849
+5% +$37K 0.32% 57
2022
Q2 		$651K Sell
15,592
-171
-1% -$8.85K 0.3% 60
2022
Q1 		$824K Sell
15,763
-17
-0.1% -$866 0.31% 55
2021
Q4 		$748K Buy
+15,780
New +$723K 0.26% 64
2021
Q2 		$834K Sell
17,494
-1,544
-8% -$75.9K 0.33% 54
2021
Q1 		$974K Buy
19,038
+509
+3% +$22.8K 0.42% 35
2020
Q4 		$760K Buy
18,529
+2,237
+14% +$89.8K 0.44% 48
2020
Q3 		$630K Sell
16,292
-5,212
-24% -$217K 0.42% 53
2020
Q2 		$844K Buy
21,504
+750
+4% +$29.3K 0.61% 26
2020
Q1 		$1.04M Sell
20,754
-8,092
-28% -$359K 0.77% 17
2019
Q4 		$1.44M Buy
+28,846
New +$1.36M 1.05% 11

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

CWS Financial Advisors's MO Position: Q1 2026 in Review

CWS Financial Advisors reduced its Altria Group (MO) stake by 1.9% in Q1 2026, selling an estimated $18.8K and leaving 14,806 shares worth $977K. The position accounts for 0.25% of the portfolio, ranked #56.

CWS Financial Advisors first reported a position in MO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.44M in Q4 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • CWS Financial Advisors held 14,806 shares of Altria Group worth $977K as of Q1 2026.
  • CWS Financial Advisors sold 292 Altria Group shares in Q1 2026, an estimated $18.8K.
  • Altria Group made up 0.25% of CWS Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • CWS Financial Advisors first reported a position in Altria Group in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Altria Group position peaked at $1.44M in Q4 2019.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.