MWM
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Modera Wealth Management’s Altria Group MO Stock Holding History

Modera 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
2024
Q4 		– Sell
-21,461
Closed -$1.1M – 634
2024
Q3 		$1.1M Buy
+21,461
New +$1.08M 0.01% 302

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

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

Modera Wealth Management reduced its Altria Group (MO) stake by 18% in Q1 2026, selling an estimated $234K and leaving 17,151 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #313.

Modera Wealth Management first reported a position in MO in Q3 2014 and has held it in 46 quarters since. The position peaked at $1.88M in Q3 2023. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Modera Wealth Management held 17,151 shares of Altria Group worth $1.13M as of Q1 2026.
  • Modera Wealth Management sold 3,641 Altria Group shares in Q1 2026, an estimated $234K.
  • Altria Group made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Modera Wealth Management first reported a position in Altria Group in Q3 2014 and has held it in 46 quarters since.
  • Modera Wealth Management's Altria Group position peaked at $1.88M in Q3 2023.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.