LFG Wealth Partners’s Altria Group MO Stock Holding History

LFG Wealth Partners’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	$324K	Sell	4,911 -567	-10%	-$36.5K	0.2%	74
2025 Q4	$316K	Buy	+5,478	New	+$331K	0.2%	71

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

LFG Wealth Partners's MO Position: Q1 2026 in Review

LFG Wealth Partners reduced its Altria Group (MO) stake by 10% in Q1 2026, selling an estimated $36.5K and leaving 4,911 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #74.

LFG Wealth Partners first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

LFG Wealth Partners held 4,911 shares of Altria Group worth $324K as of Q1 2026.
LFG Wealth Partners sold 567 Altria Group shares in Q1 2026, an estimated $36.5K.
Altria Group made up 0.2% of LFG Wealth Partners's portfolio in Q1 2026, its #74 holding.
LFG Wealth Partners first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on LFG Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.