LWMI
MO icon

Legacy Wealth Management (Idaho)’s Altria Group MO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$94.6K Buy
1,433
+124
+9% +$7.98K 0.05% 188
2025
Q4 		$75.5K Buy
1,309
+774
+145% +$46.7K 0.04% 176
2025
Q3 		$35.4K Buy
535
+5
+0.9% +$317 0.02% 211
2025
Q2 		$31.1K Sell
530
-219
-29% -$12.9K 0.02% 198
2025
Q1 		$44.9K Buy
749
+192
+34% +$10.5K 0.03% 150
2024
Q4 		$29.3K Sell
557
-52
-9% -$2.77K 0.02% 171
2024
Q3 		$33.6K Buy
+609
New +$30.8K 0.02% 149

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

Legacy Wealth Management (Idaho)'s MO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Altria Group (MO) stake by 9.5% in Q1 2026, buying an estimated $7.98K and bringing the position to 1,433 shares worth $94.6K. The position accounts for 0.05% of the portfolio, ranked #188.

Legacy Wealth Management (Idaho) first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,433 shares of Altria Group worth $94.6K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 124 Altria Group shares in Q1 2026, an estimated $7.98K.
  • Altria Group made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #188 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.