EW
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Element Wealth’s Altria Group MO Stock Holding History

Element Wealth’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 		$308K Buy
4,670
+38
+0.8% +$2.44K 0.13% 159
2025
Q4 		$267K Sell
4,632
-194
-4% -$11.7K 0.11% 165
2025
Q3 		$319K Buy
4,826
+261
+6% +$16.5K 0.14% 137
2025
Q2 		$268K Buy
4,565
+33
+0.7% +$1.94K 0.12% 143
2025
Q1 		$272K Buy
4,532
+37
+0.8% +$2.02K 0.15% 124
2024
Q4 		$235K Sell
4,495
-103
-2% -$5.49K 0.12% 129
2024
Q3 		$235K Buy
4,598
+192
+4% +$9.7K 0.12% 133
2024
Q2 		$201K Buy
+4,406
New +$195K 0.11% 138
2023
Q4 		– Sell
-4,901
Closed -$206K – 264
2023
Q3 		$206K Buy
4,901
+40
+0.8% +$1.77K 0.15% 119
2023
Q2 		$220K Sell
4,861
-129
-3% -$5.84K 0.15% 112
2023
Q1 		$223K Buy
4,990
+17
+0.3% +$782 0.17% 110
2022
Q4 		$227K Sell
4,973
-269
-5% -$12.2K 0.19% 103
2022
Q3 		$212K Buy
5,242
+68
+1% +$2.97K 0.2% 94
2022
Q2 		$216K Buy
5,174
+57
+1% +$2.95K 0.22% 96
2022
Q1 		$267K Sell
5,117
-1,865
-27% -$95K 0.22% 88
2021
Q4 		$331K Buy
6,982
+161
+2% +$7.38K 0.25% 71
2021
Q3 		$310K Buy
6,821
+157
+2% +$7.58K 0.25% 72
2021
Q2 		$318K Buy
6,664
+139
+2% +$6.83K 0.25% 71
2021
Q1 		$334K Buy
6,525
+225
+4% +$10.1K 0.28% 65
2020
Q4 		$258K Buy
6,300
+186
+3% +$7.47K 0.24% 75
2020
Q3 		$236K Buy
6,114
+64
+1% +$2.66K 0.25% 77
2020
Q2 		$237K Buy
6,050
+396
+7% +$15.4K 0.27% 69
2020
Q1 		$219K Buy
5,654
+974
+21% +$43.2K 0.3% 63
2019
Q4 		$234K Buy
+4,680
New +$221K 0.24% 62

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

Element Wealth's MO Position: Q1 2026 in Review

Element Wealth increased its Altria Group (MO) stake by 0.82% in Q1 2026, buying an estimated $2.44K and bringing the position to 4,670 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #159.

Element Wealth first reported a position in MO in Q4 2019 and has held it in 24 quarters since. The position peaked at $334K in Q1 2021. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Element Wealth held 4,670 shares of Altria Group worth $308K as of Q1 2026.
  • Element Wealth bought 38 Altria Group shares in Q1 2026, an estimated $2.44K.
  • Altria Group made up 0.13% of Element Wealth's portfolio in Q1 2026, its #159 holding.
  • Element Wealth first reported a position in Altria Group in Q4 2019 and has held it in 24 quarters since.
  • Element Wealth's Altria Group position peaked at $334K in Q1 2021.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.