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Guardian Partners’s Altria Group MO Stock Holding History

Guardian Partners’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 		$941K Buy
14,251
+1
+0% +$64 0.08% 120
2025
Q4 		$928K Buy
14,250
+5,000
+54% +$302K 0.07% 132
2025
Q3 		$613K Hold
9,250
– – 0.05% 138
2025
Q2 		$534K Sell
9,250
-125
-1% -$7.34K 0.05% 139
2025
Q1 		$549K Sell
9,375
-125
-1% -$6.83K 0.06% 128
2024
Q4 		$489K Buy
+9,500
New +$506K 0.05% 128

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

Guardian Partners's MO Position: Q1 2026 in Review

Guardian Partners increased its Altria Group (MO) stake by 0.01% in Q1 2026, buying an estimated $64 and bringing the position to 14,251 shares worth $941K. The position accounts for 0.08% of the portfolio, ranked #120.

Guardian Partners 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.

  • Guardian Partners held 14,251 shares of Altria Group worth $941K as of Q1 2026.
  • Guardian Partners bought 1 Altria Group share in Q1 2026, an estimated $64.
  • Altria Group made up 0.08% of Guardian Partners's portfolio in Q1 2026, its #120 holding.
  • Guardian Partners 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 Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.