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Fourth Dimension Wealth’s Altria Group MO Stock Holding History

Fourth Dimension 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 		$180K Buy
2,728
+120
+5% +$7.72K 0.07% 140
2025
Q4 		$150K Buy
2,608
+250
+11% +$15.1K 0.05% 154
2025
Q3 		$156K Hold
2,358
– – 0.06% 146
2025
Q2 		$138K Buy
2,358
+30
+1% +$1.76K 0.06% 158
2025
Q1 		$140K Buy
2,328
+500
+27% +$27.3K 0.07% 127
2024
Q4 		$95.6K Buy
+1,828
New +$97.4K 0.05% 160

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

Fourth Dimension Wealth's MO Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Altria Group (MO) stake by 4.6% in Q1 2026, buying an estimated $7.72K and bringing the position to 2,728 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #140.

Fourth Dimension Wealth 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.

  • Fourth Dimension Wealth held 2,728 shares of Altria Group worth $180K as of Q1 2026.
  • Fourth Dimension Wealth bought 120 Altria Group shares in Q1 2026, an estimated $7.72K.
  • Altria Group made up 0.07% of Fourth Dimension Wealth's portfolio in Q1 2026, its #140 holding.
  • Fourth Dimension Wealth 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 Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.