KWM
MO icon

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
Q2 		– Sell
-1,000
Closed -$1K – 972
2021
Q1 		$1K Buy
+1,000
New +$44.8K ﹤0.01% 852

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

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.