Frank Rimerman Advisors’s Altria Group MO Stock Holding History

Frank Rimerman Advisors’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	$4.41M	Buy	66,784 +5,937	+10%	+$382K	0.29%	59
2025 Q4	$3.51M	Sell	60,847 -8,150	-12%	-$492K	0.22%	76
2025 Q3	$4.56M	Buy	68,997 +1,529	+2%	+$96.9K	0.29%	55
2025 Q2	$3.96M	Buy	67,468 +8,968	+15%	+$527K	0.27%	57
2025 Q1	$3.51M	Sell	58,500 -8,831	-13%	-$482K	0.28%	59
2024 Q4	$3.52M	Buy	67,331 +6,484	+11%	+$345K	0.26%	62
2024 Q3	$3.11M	Sell	60,847 -24,275	-29%	-$1.23M	0.22%	75
2024 Q2	$3.88M	Buy	85,122 +85,108	+607,914%	+$3.78M	0.27%	57
2024 Q1	$611	Buy	+14	New	+$580	﹤0.01%	331

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Frank Rimerman Advisors's MO Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Altria Group (MO) stake by 9.8% in Q1 2026, buying an estimated $382K and bringing the position to 66,784 shares worth $4.41M. The position accounts for 0.29% of the portfolio, ranked #59.

Frank Rimerman Advisors first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.56M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Frank Rimerman Advisors held 66,784 shares of Altria Group worth $4.41M as of Q1 2026.
Frank Rimerman Advisors bought 5,937 Altria Group shares in Q1 2026, an estimated $382K.
Altria Group made up 0.29% of Frank Rimerman Advisors's portfolio in Q1 2026, its #59 holding.
Frank Rimerman Advisors first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's Altria Group position peaked at $4.56M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.