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Destination Wealth Management’s Altria Group MO Stock Holding History

Destination 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 		$536K Buy
8,119
+1,666
+26% +$107K 0.01% 199
2025
Q4 		$372K Buy
6,453
+350
+6% +$21.1K 0.01% 231
2025
Q3 		$403K Buy
6,103
+11
+0.2% +$697 0.01% 197
2025
Q2 		$357K Buy
+6,092
New +$358K 0.01% 203
2019
Q3 		– Sell
-1,986
Closed -$94K – 363
2019
Q2 		$94K Sell
1,986
-129
-6% -$6.76K 0.01% 192
2019
Q1 		$121K Sell
2,115
-1,482
-41% -$75.7K 0.01% 172
2018
Q4 		$178K Buy
3,597
+386
+12% +$22.4K 0.01% 147
2018
Q3 		$194K Buy
3,211
+1,003
+45% +$59.5K 0.01% 153
2018
Q2 		$125K Sell
2,208
-6,514
-75% -$376K 0.01% 166
2018
Q1 		$544K Buy
8,722
+4,397
+102% +$291K 0.03% 110
2017
Q4 		$309K Sell
4,325
-213
-5% -$14.3K 0.02% 130
2017
Q3 		$288K Sell
4,538
-300
-6% -$20K 0.02% 136
2017
Q2 		$360K Buy
4,838
+880
+22% +$64.4K 0.02% 121
2017
Q1 		$283K Sell
3,958
-65
-2% -$4.7K 0.02% 133
2016
Q4 		$272K Buy
+4,023
New +$259K 0.02% 143
2015
Q3 		– Sell
-12,488
Closed -$611K – 185
2015
Q2 		$611K Buy
+12,488
New +$633K 0.04% 159

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

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

Destination Wealth Management increased its Altria Group (MO) stake by 26% in Q1 2026, buying an estimated $107K and bringing the position to 8,119 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #199.

Destination Wealth Management first reported a position in MO in Q2 2015 and has held it in 16 quarters since. The position peaked at $611K in Q2 2015. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Destination Wealth Management held 8,119 shares of Altria Group worth $536K as of Q1 2026.
  • Destination Wealth Management bought 1,666 Altria Group shares in Q1 2026, an estimated $107K.
  • Altria Group made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Destination Wealth Management first reported a position in Altria Group in Q2 2015 and has held it in 16 quarters since.
  • Destination Wealth Management's Altria Group position peaked at $611K in Q2 2015.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.