Kingsview Wealth Management’s Altria Group MO Stock Holding History

Kingsview 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
2021 Q3	–	Sell	-600	Closed	-$1K	–	970
2021 Q2	$1K	Buy	+600	New	+$29.5K	﹤0.01%	899
2020 Q2	–	Sell	-200	Closed	-$1K	–	641
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	493
2019 Q4	$1K	Buy	+200	New	+$9.43K	﹤0.01%	486
2018 Q3	–	Sell	-200	Closed	-$1K	–	439
2018 Q2	$1K	Buy	+200	New	+$11.5K	﹤0.01%	373

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

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

Kingsview Wealth Management increased its Altria Group (MO) stake by 27% in Q1 2026, buying an estimated $1.51M and bringing the position to 111,068 shares worth $7.33M. The position accounts for 0.1% of the portfolio, ranked #205.

Kingsview Wealth Management first reported a position in MO in Q1 2017 and has held it in 37 quarters since. The position peaked at $11.6M in Q2 2024. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Kingsview Wealth Management held 111,068 shares of Altria Group worth $7.33M as of Q1 2026.
Kingsview Wealth Management bought 23,539 Altria Group shares in Q1 2026, an estimated $1.51M.
Altria Group made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #205 holding.
Kingsview Wealth Management first reported a position in Altria Group in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's Altria Group position peaked at $11.6M in Q2 2024.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.