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Maridea Wealth Management’s Altria Group MO Stock Holding History

Maridea Wealth Management’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 		$249K Buy
+3,770
New +$243K 0.04% 387
2025
Q4 		– Sell
-6,262
Closed -$403K – 437
2025
Q3 		$403K Buy
+6,262
New +$397K 0.06% 284

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

Maridea Wealth Management's MO Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Altria Group (MO) in Q1 2026: 3,770 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in MO as recently as Q3 2025.

Maridea Wealth Management first reported a position in MO in Q3 2025 and has held it in 2 quarters since. The position peaked at $403K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Maridea Wealth Management held 3,770 shares of Altria Group worth $249K as of Q1 2026.
  • Altria Group was a new Maridea Wealth Management position in Q1 2026.
  • Altria Group made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #387 holding.
  • Maridea Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's Altria Group position peaked at $403K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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