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Daymark Wealth Partners’s Altria Group MO Stock Holding History

Daymark Wealth Partners’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 		$2.01M Sell
30,527
-995
-3% -$64K 0.06% 205
2025
Q4 		$1.82M Sell
31,522
-1,090
-3% -$65.8K 0.06% 208
2025
Q3 		$2.15M Buy
32,612
+3,228
+11% +$205K 0.07% 185
2025
Q2 		$1.72M Buy
29,384
+545
+2% +$32K 0.07% 194
2025
Q1 		$1.73M Sell
28,839
-1,271
-4% -$69.4K 0.07% 183
2024
Q4 		$1.57M Buy
30,110
+282
+0.9% +$15K 0.07% 189
2024
Q3 		$1.52M Buy
29,828
+236
+0.8% +$11.9K 0.06% 189
2024
Q2 		$1.35M Buy
29,592
+1,598
+6% +$70.9K 0.06% 200
2024
Q1 		$1.22M Buy
27,994
+3,888
+16% +$161K 0.07% 177
2023
Q4 		$972K Buy
24,106
+48
+0.2% +$1.99K 0.06% 190
2023
Q3 		$1.01M Buy
24,058
+2,915
+14% +$129K 0.07% 171
2023
Q2 		$958K Buy
21,143
+4,928
+30% +$223K 0.07% 175
2023
Q1 		$724K Buy
16,215
+5,239
+48% +$241K 0.1% 158
2022
Q4 		$502K Buy
+10,976
New +$497K 0.09% 149

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

Daymark Wealth Partners's MO Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Altria Group (MO) stake by 3.2% in Q1 2026, selling an estimated $64K and leaving 30,527 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #205.

Daymark Wealth Partners first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Daymark Wealth Partners held 30,527 shares of Altria Group worth $2.01M as of Q1 2026.
  • Daymark Wealth Partners sold 995 Altria Group shares in Q1 2026, an estimated $64K.
  • Altria Group made up 0.06% of Daymark Wealth Partners's portfolio in Q1 2026, its #205 holding.
  • Daymark Wealth Partners first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Altria Group position peaked at $2.15M in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.