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Founders Grove Wealth Partners’s Altria Group MO Stock Holding History

Founders Grove 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 		$409K Buy
6,196
+39
+0.6% +$2.51K 0.09% 111
2025
Q4 		$355K Buy
6,157
+376
+7% +$22.7K 0.08% 115
2025
Q3 		$382K Buy
5,781
+165
+3% +$10.5K 0.09% 112
2025
Q2 		$329K Sell
5,616
-36
-0.6% -$2.11K 0.08% 110
2025
Q1 		$339K Buy
5,652
+135
+2% +$7.37K 0.09% 97
2024
Q4 		$288K Buy
+5,517
New +$294K 0.08% 102

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

Founders Grove Wealth Partners's MO Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Altria Group (MO) stake by 0.63% in Q1 2026, buying an estimated $2.51K and bringing the position to 6,196 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #111.

Founders Grove Wealth Partners first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Founders Grove Wealth Partners held 6,196 shares of Altria Group worth $409K as of Q1 2026.
  • Founders Grove Wealth Partners bought 39 Altria Group shares in Q1 2026, an estimated $2.51K.
  • Altria Group made up 0.09% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #111 holding.
  • Founders Grove Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.