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Maia Wealth’s Altria Group MO Stock Holding History

Maia 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 		$1.29M Buy
19,620
+3,427
+21% +$220K 0.22% 125
2025
Q4 		$1.09M Buy
16,193
+3,505
+28% +$212K 0.19% 132
2025
Q3 		$730K Buy
12,688
+3,963
+45% +$251K 0.12% 175
2025
Q2 		$512K Buy
8,725
+4,894
+128% +$287K 0.1% 192
2025
Q1 		$219K Sell
3,831
-8,172
-68% -$446K 0.05% 271
2024
Q4 		$642K Buy
+12,003
New +$639K 0.14% 143
2024
Q3 		– Sell
-5,810
Closed -$277K – 285
2024
Q2 		$277K Buy
+5,810
New +$258K 0.08% 171

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

Maia Wealth's MO Position: Q1 2026 in Review

Maia Wealth increased its Altria Group (MO) stake by 21% in Q1 2026, buying an estimated $220K and bringing the position to 19,620 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #125.

Maia Wealth first reported a position in MO in Q2 2024 and has held it in 7 quarters since. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Maia Wealth held 19,620 shares of Altria Group worth $1.29M as of Q1 2026.
  • Maia Wealth bought 3,427 Altria Group shares in Q1 2026, an estimated $220K.
  • Altria Group made up 0.22% of Maia Wealth's portfolio in Q1 2026, its #125 holding.
  • Maia Wealth first reported a position in Altria Group in Q2 2024 and has held it in 7 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.