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Magnolia Private Wealth’s Altria Group MO Stock Holding History

Magnolia Private Wealth’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 		$230K Sell
3,478
-345
-9% -$22.2K 0.15% 120
2025
Q4 		$220K Buy
3,823
+468
+14% +$28.3K 0.15% 114
2025
Q3 		$222K Buy
+3,355
New +$213K 0.16% 99
2025
Q2 		– Sell
-3,346
Closed -$201K – 109
2025
Q1 		$201K Buy
+3,346
New +$183K 0.17% 110

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

Magnolia Private Wealth's MO Position: Q1 2026 in Review

Magnolia Private Wealth reduced its Altria Group (MO) stake by 9% in Q1 2026, selling an estimated $22.2K and leaving 3,478 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #120.

Magnolia Private Wealth first reported a position in MO in Q1 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Magnolia Private Wealth held 3,478 shares of Altria Group worth $230K as of Q1 2026.
  • Magnolia Private Wealth sold 345 Altria Group shares in Q1 2026, an estimated $22.2K.
  • Altria Group made up 0.15% of Magnolia Private Wealth's portfolio in Q1 2026, its #120 holding.
  • Magnolia Private Wealth first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.