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Leo Wealth LLC’s Altria Group MO Stock Holding History

Leo Wealth LLC’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 		$1.02M Sell
15,469
-1,340
-8% -$86.2K 0.07% 182
2025
Q4 		$969K Buy
16,809
+6,856
+69% +$414K 0.07% 184
2025
Q3 		$657K Sell
9,953
-8,299
-45% -$526K 0.09% 152
2025
Q2 		$1.07M Buy
18,252
+9,615
+111% +$565K 0.08% 169
2025
Q1 		$518K Sell
8,637
-6,741
-44% -$368K 0.07% 173
2024
Q4 		$804K Sell
15,378
-714
-4% -$38K 0.07% 177
2024
Q3 		$821K Sell
16,092
-989
-6% -$50K 0.08% 174
2024
Q2 		$782K Buy
17,081
+2,593
+18% +$115K 0.08% 169
2024
Q1 		$629K Buy
14,488
+140
+1% +$5.8K 0.06% 191
2023
Q4 		$598K Buy
+14,348
New +$593K 0.06% 186

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Wealth LLC's MO Position: Q1 2026 in Review

Leo Wealth LLC reduced its Altria Group (MO) stake by 8% in Q1 2026, selling an estimated $86.2K and leaving 15,469 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #182.

Leo Wealth LLC first reported a position in MO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2025. 2,496 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Leo Wealth LLC held 15,469 shares of Altria Group worth $1.02M as of Q1 2026.
  • Leo Wealth LLC sold 1,340 Altria Group shares in Q1 2026, an estimated $86.2K.
  • Altria Group made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #182 holding.
  • Leo Wealth LLC first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Altria Group position peaked at $1.07M in Q2 2025.
  • 2,496 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.