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Mindset Wealth Management’s Altria Group MO Stock Holding History

Mindset 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 		$643K Buy
9,746
+200
+2% +$12.9K 0.17% 71
2025
Q4 		$550K Buy
9,546
+222
+2% +$13.4K 0.14% 79
2025
Q3 		$616K Buy
9,324
+1
+0% +$63 0.17% 63
2025
Q2 		$547K Buy
9,323
+1,250
+15% +$73.4K 0.18% 67
2025
Q1 		$485K Buy
8,073
+582
+8% +$31.8K 0.19% 69
2024
Q4 		$392K Hold
7,491
– – 0.14% 78
2024
Q3 		$382K Buy
+7,491
New +$379K 0.16% 79

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

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

Mindset Wealth Management increased its Altria Group (MO) stake by 2.1% in Q1 2026, buying an estimated $12.9K and bringing the position to 9,746 shares worth $643K. The position accounts for 0.17% of the portfolio, ranked #71.

Mindset Wealth Management first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Mindset Wealth Management held 9,746 shares of Altria Group worth $643K as of Q1 2026.
  • Mindset Wealth Management bought 200 Altria Group shares in Q1 2026, an estimated $12.9K.
  • Altria Group made up 0.17% of Mindset Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Mindset Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.