Expressive Wealth’s Altria Group MO Stock Holding History

Expressive 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	–	Sell	-6,104	Closed	-$352K	–	157
2025 Q4	$352K	Buy	+6,104	New	+$369K	0.38%	92

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Expressive Wealth's MO Position: Q1 2026 in Review

Expressive Wealth sold out of Altria Group (MO) in Q1 2026, closing a stake of 6,104 shares — an estimated $352K sold.

Expressive Wealth first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $352K in Q4 2025. 2,497 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Expressive Wealth reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Expressive Wealth sold 6,104 Altria Group shares in Q1 2026, an estimated $352K.
Expressive Wealth first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
Expressive Wealth's Altria Group position peaked at $352K in Q4 2025.
2,497 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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