Independent Wealth Network’s Altria Group MO Stock Holding History

Independent Wealth Network’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	$1.11M	Sell	16,828 -247	-1%	-$15.9K	0.33%	85
2025 Q4	$985K	Sell	17,075 -1,147	-6%	-$69.3K	0.3%	86
2025 Q3	$1.2M	Sell	18,222 -282	-2%	-$17.9K	0.39%	65
2025 Q2	$1.08M	Buy	18,504 +148	+0.8%	+$8.69K	0.39%	64
2025 Q1	$1.1M	Sell	18,356 -65	-0.4%	-$3.55K	0.44%	59
2024 Q4	$963K	Buy	18,421 +449	+2%	+$23.9K	0.39%	69
2024 Q3	$917K	Sell	17,972 -114	-0.6%	-$5.76K	0.41%	66
2024 Q2	$824K	Sell	18,086 -464	-3%	-$20.6K	0.38%	71
2024 Q1	$809K	Buy	18,550 +637	+4%	+$26.4K	0.38%	69
2023 Q4	$723K	Buy	17,913 +575	+3%	+$23.8K	0.38%	71
2023 Q3	$729K	Buy	17,338 +282	+2%	+$12.5K	0.45%	53
2023 Q2	$773K	Buy	17,056 +1,181	+7%	+$53.5K	0.46%	54
2023 Q1	$708K	Buy	15,875 +227	+1%	+$10.4K	0.45%	50
2022 Q4	$715K	Buy	15,648 +360	+2%	+$16.3K	0.49%	44
2022 Q3	$617K	Buy	15,288 +663	+5%	+$28.9K	0.48%	51
2022 Q2	$611K	Buy	14,625 +466	+3%	+$24.1K	0.44%	57
2022 Q1	$740K	Buy	14,159 +145	+1%	+$7.39K	0.47%	55
2021 Q4	$664K	Sell	14,014 -20	-0.1%	-$916	0.41%	61
2021 Q3	$631K	Buy	+14,034	New	+$678K	0.41%	63

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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 $431B AUM 30.22% 1-Year Est. Return