Mowery & Schoenfeld Wealth Management’s Altria Group MO Stock Holding History

Mowery & Schoenfeld 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	$42.2K	Sell	640 -243	-28%	-$15.6K	0.06%	134
2025 Q4	$50.9K	Buy	883 +243	+38%	+$14.7K	0.07%	136
2025 Q3	$42.3K	Hold	640	–	–	0.07%	126
2025 Q2	$37.5K	Hold	640	–	–	0.06%	136
2025 Q1	$38.4K	Sell	640 -388	-38%	-$21.2K	0.08%	152
2024 Q4	$53.8K	Buy	1,028 +228	+29%	+$12.1K	0.1%	110
2024 Q3	$40.8K	Hold	800	–	–	0.06%	112
2024 Q2	$36.4K	Hold	800	–	–	0.05%	114
2024 Q1	$34.9K	Buy	+800	New	+$33.2K	0.07%	89

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

Mowery & Schoenfeld Wealth Management's MO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Altria Group (MO) stake by 28% in Q1 2026, selling an estimated $15.6K and leaving 640 shares worth $42.2K. The position accounts for 0.06% of the portfolio, ranked #134.

Mowery & Schoenfeld Wealth Management first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $53.8K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 640 shares of Altria Group worth $42.2K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 243 Altria Group shares in Q1 2026, an estimated $15.6K.
Altria Group made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #134 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Altria Group position peaked at $53.8K in Q4 2024.
2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.