Modern Wealth Management’s Altria Group MO Stock Holding History

Modern 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	$1.5M	Sell	22,873 -2,226	-9%	-$143K	0.03%	344
2025 Q4	$1.45M	Buy	25,099 +1,874	+8%	+$113K	0.03%	349
2025 Q3	$1.53M	Buy	23,225 +1,925	+9%	+$122K	0.03%	324
2025 Q2	$1.25M	Buy	21,300 +3,839	+22%	+$225K	0.03%	329
2025 Q1	$1.05M	Buy	17,461 +876	+5%	+$47.8K	0.03%	299
2024 Q4	$867K	Buy	16,585 +1,003	+6%	+$53.4K	0.03%	275
2024 Q3	$795K	Buy	15,582 +4,658	+43%	+$235K	0.05%	192
2024 Q2	$498K	Buy	10,924 +2,345	+27%	+$104K	0.04%	223
2024 Q1	$374K	Buy	8,579 +1,310	+18%	+$54.3K	0.03%	211
2023 Q4	$293K	Buy	+7,269	New	+$301K	0.04%	143

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Modern Wealth Management reduced its Altria Group (MO) stake by 8.9% in Q1 2026, selling an estimated $143K and leaving 22,873 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #344.

Modern Wealth Management first reported a position in MO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Modern Wealth Management held 22,873 shares of Altria Group worth $1.5M as of Q1 2026.
Modern Wealth Management sold 2,226 Altria Group shares in Q1 2026, an estimated $143K.
Altria Group made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #344 holding.
Modern Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Altria Group position peaked at $1.53M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.