GWM
MO icon

Gibbs Wealth Management’s Altria Group MO Stock Holding History

Gibbs Wealth Management’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 		$349K Buy
+5,289
New +$340K 0.05% 365
2025
Q4 		– Sell
-3,121
Closed -$206K – 339
2025
Q3 		$206K Sell
3,121
-393
-11% -$24.9K 0.05% 321
2025
Q2 		$206K Buy
3,514
+113
+3% +$6.64K 0.04% 352
2025
Q1 		$204K Buy
+3,401
New +$186K 0.05% 301

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 $3.38T AUM 44.17% 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

Gibbs Wealth Management's MO Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Altria Group (MO) in Q1 2026: 5,289 shares worth $349K. The stake represents 0.05% of the portfolio and ranks #365 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in MO as recently as Q3 2025.

Gibbs Wealth Management first reported a position in MO in Q1 2025 and has held it in 4 quarters since. 2,502 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Gibbs Wealth Management held 5,289 shares of Altria Group worth $349K as of Q1 2026.
  • Altria Group was a new Gibbs Wealth Management position in Q1 2026.
  • Altria Group made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #365 holding.
  • Gibbs Wealth Management first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • 2,502 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.