GWM
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Greenline Wealth Management’s Altria Group MO Stock Holding History

Greenline 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 		– Sell
-54
Closed -$3.11K – 346
2025
Q4 		$3.11K Buy
+54
New +$3.26K ﹤0.01% 431

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

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

Greenline Wealth Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 54 shares — an estimated $3.11K sold.

Greenline Wealth Management first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $3.11K in Q4 2025. 2,495 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Greenline Wealth Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 54 Altria Group shares in Q1 2026, an estimated $3.11K.
  • Greenline Wealth Management first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Altria Group position peaked at $3.11K in Q4 2025.
  • 2,495 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.