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Medallion Wealth Advisors’s Altria Group MO Stock Holding History

Medallion Wealth Advisors’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 		$252K Buy
3,823
+31
+0.8% +$2K 0.08% 219
2025
Q4 		$219K Buy
3,792
+528
+16% +$31.9K 0.07% 231
2025
Q3 		$216K Sell
3,264
-296
-8% -$18.8K 0.08% 221
2025
Q2 		$207K Sell
3,560
-147
-4% -$8.63K 0.08% 222
2025
Q1 		$219K Sell
3,707
-226
-6% -$12.3K 0.1% 191
2024
Q4 		$211K Buy
+3,933
New +$210K 0.1% 185

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

Medallion Wealth Advisors's MO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Altria Group (MO) stake by 0.82% in Q1 2026, buying an estimated $2K and bringing the position to 3,823 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #219.

Medallion Wealth Advisors first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Medallion Wealth Advisors held 3,823 shares of Altria Group worth $252K as of Q1 2026.
  • Medallion Wealth Advisors bought 31 Altria Group shares in Q1 2026, an estimated $2K.
  • Altria Group made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #219 holding.
  • Medallion Wealth Advisors first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.