Journey Strategic Wealth’s Altria Group MO Stock Holding History

Journey Strategic Wealth’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	$724K	Sell	10,964 -3,043	-22%	-$196K	0.02%	256
2025 Q4	$808K	Sell	14,007 -7,777	-36%	-$470K	0.02%	213
2025 Q3	$1.44M	Buy	21,784 +7,043	+48%	+$446K	0.04%	125
2025 Q2	$864K	Buy	14,741 +7,344	+99%	+$431K	0.03%	192
2025 Q1	$444K	Buy	7,397 +15	+0.2%	+$819	0.02%	249
2024 Q4	$386K	Sell	7,382 -160	-2%	-$8.52K	0.01%	279
2024 Q3	$385K	Sell	7,542 -2,762	-27%	-$140K	0.01%	268
2024 Q2	$469K	Sell	10,304 -119	-1%	-$5.28K	0.02%	169
2024 Q1	$455K	Buy	10,423 +1,845	+22%	+$76.5K	0.02%	138
2023 Q4	$346K	Buy	+8,578	New	+$355K	0.02%	123
2023 Q2	–	Sell	-10,094	Closed	-$450K	–	246
2023 Q1	$450K	Buy	10,094 +5,248	+108%	+$241K	0.05%	112
2022 Q4	$222K	Buy	+4,846	New	+$220K	0.03%	194
2022 Q2	–	Sell	-4,263	Closed	-$223K	–	180
2022 Q1	$223K	Buy	+4,263	New	+$217K	0.02%	142

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

Journey Strategic Wealth's MO Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Altria Group (MO) stake by 22% in Q1 2026, selling an estimated $196K and leaving 10,964 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #256.

Journey Strategic Wealth first reported a position in MO in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.44M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Journey Strategic Wealth held 10,964 shares of Altria Group worth $724K as of Q1 2026.
Journey Strategic Wealth sold 3,043 Altria Group shares in Q1 2026, an estimated $196K.
Altria Group made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #256 holding.
Journey Strategic Wealth first reported a position in Altria Group in Q1 2022 and has held it in 13 quarters since.
Journey Strategic Wealth's Altria Group position peaked at $1.44M in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.