Modus Advisors’s Altria Group MO Stock Holding History

Modus 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	–	Sell	-125	Closed	-$7.21K	–	247
2025 Q4	$7.21K	Buy	+125	New	+$7.55K	﹤0.01%	280

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Modus Advisors's MO Position: Q1 2026 in Review

Modus Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 125 shares — an estimated $7.21K sold.

Modus Advisors first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $7.21K in Q4 2025. 2,493 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Modus Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 125 Altria Group shares in Q1 2026, an estimated $7.21K.
Modus Advisors first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
Modus Advisors's Altria Group position peaked at $7.21K in Q4 2025.
2,493 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.