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Garton & Associates Financial Advisors’s Altria Group MO Stock Holding History

Garton & Associates Financial 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 		– Sell
-3,214
Closed -$185K – 466
2025
Q4 		$185K Buy
+3,214
New +$194K 0.1% 144

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garton & Associates Financial Advisors's MO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 3,214 shares — an estimated $185K sold.

Garton & Associates Financial Advisors first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $185K in Q4 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,214 Altria Group shares in Q1 2026, an estimated $185K.
  • Garton & Associates Financial Advisors first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Altria Group position peaked at $185K in Q4 2025.
  • 2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.