NW
MO icon

Naviter Wealth’s Altria Group MO Stock Holding History

Naviter Wealth’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 		$215K Buy
+3,199
New +$206K 0.03% 261
2025
Q4 		– Sell
-3,163
Closed -$212K – 282
2025
Q3 		$212K Sell
3,163
-456
-13% -$28.9K 0.02% 253
2025
Q2 		$216K Sell
3,619
-632
-15% -$37.1K 0.03% 256
2025
Q1 		$252K Buy
4,251
+32
+0.8% +$1.75K 0.03% 242
2024
Q4 		$225K Buy
+4,219
New +$225K 0.03% 257

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

Naviter Wealth's MO Position: Q1 2026 in Review

Naviter Wealth opened a new position in Altria Group (MO) in Q1 2026: 3,199 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in MO as recently as Q3 2025.

Naviter Wealth first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $252K in Q1 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Naviter Wealth held 3,199 shares of Altria Group worth $215K as of Q1 2026.
  • Altria Group was a new Naviter Wealth position in Q1 2026.
  • Altria Group made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #261 holding.
  • Naviter Wealth first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Naviter Wealth's Altria Group position peaked at $252K in Q1 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.