Guardian Wealth Advisors (North Carolina)’s Altria Group MO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$264K	Sell	4,001 -195	-5%	-$12.5K	0.02%	302
2025 Q4	$242K	Sell	4,196 -1,575	-27%	-$95.1K	0.02%	328
2025 Q3	$383K	Buy	5,771 +166	+3%	+$10.5K	0.02%	247
2025 Q2	$330K	Buy	5,605 +350	+7%	+$20.6K	0.02%	253
2025 Q1	$315K	Buy	5,255 +237	+5%	+$12.9K	0.03%	245
2024 Q4	$262K	Buy	5,018 +1,043	+26%	+$55.6K	0.02%	267
2024 Q3	$203K	Buy	+3,975	New	+$201K	0.02%	266
2023 Q4	–	Sell	-5,081	Closed	-$219K	–	456
2023 Q3	$219K	Sell	5,081 -419	-8%	-$18.5K	0.04%	223
2023 Q2	$254K	Buy	5,500 +404	+8%	+$18.3K	0.04%	190
2023 Q1	$232K	Sell	5,096 -310	-6%	-$14.3K	0.04%	195
2022 Q4	$252K	Sell	5,406 -7	-0.1%	-$317	0.05%	168
2022 Q3	$224K	Buy	+5,413	New	+$236K	0.04%	169

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

Guardian Wealth Advisors (North Carolina)'s MO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Altria Group (MO) stake by 4.6% in Q1 2026, selling an estimated $12.5K and leaving 4,001 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #302.

Guardian Wealth Advisors (North Carolina) first reported a position in MO in Q3 2022 and has held it in 12 quarters since. The position peaked at $383K in Q3 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 4,001 shares of Altria Group worth $264K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 195 Altria Group shares in Q1 2026, an estimated $12.5K.
Altria Group made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #302 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Altria Group in Q3 2022 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s Altria Group position peaked at $383K in Q3 2025.
2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.