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LeConte Wealth Management’s Altria Group MO Stock Holding History

LeConte 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
2026
Q1 		$261K Sell
3,962
-354
-8% -$22.8K 0.17% 109
2025
Q4 		$249K Sell
4,316
-6
-0.1% -$362 0.16% 98
2025
Q3 		$286K Buy
+4,322
New +$274K 0.19% 81

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

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

LeConte Wealth Management reduced its Altria Group (MO) stake by 8.2% in Q1 2026, selling an estimated $22.8K and leaving 3,962 shares worth $261K. The position accounts for 0.17% of the portfolio, ranked #109.

LeConte Wealth Management first reported a position in MO in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q3 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • LeConte Wealth Management held 3,962 shares of Altria Group worth $261K as of Q1 2026.
  • LeConte Wealth Management sold 354 Altria Group shares in Q1 2026, an estimated $22.8K.
  • Altria Group made up 0.17% of LeConte Wealth Management's portfolio in Q1 2026, its #109 holding.
  • LeConte Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • LeConte Wealth Management's Altria Group position peaked at $286K in Q3 2025.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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