MWPCG
MO icon

Measured Wealth Private Client Group’s Altria Group MO Stock Holding History

Measured Wealth Private Client Group’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 		$1.33M Sell
20,136
-150
-0.7% -$9.65K 0.36% 39
2025
Q4 		$1.17M Buy
20,286
+3,862
+24% +$233K 0.31% 42
2025
Q3 		$1.08M Buy
16,424
+1,930
+13% +$122K 0.29% 44
2025
Q2 		$850K Buy
+14,494
New +$851K 0.25% 57
2019
Q3 		– Sell
-5,886
Closed -$279K – 177
2019
Q2 		$279K Sell
5,886
-3,290
-36% -$172K 0.16% 143
2019
Q1 		$527K Buy
+9,176
New +$469K 0.32% 61
2018
Q4 		– Sell
-5,342
Closed -$323K – 464
2018
Q3 		$323K Buy
5,342
+1
+0% +$59 0.19% 100
2018
Q2 		$303K Buy
+5,341
New +$308K 0.25% 97

Other funds holding MO

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return