One Wealth Advisors’s Altria Group MO Stock Holding History

One Wealth 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	$783K	Buy	11,869 +529	+5%	+$34K	0.1%	109
2025 Q4	$654K	Buy	11,340 +1,647	+17%	+$99.4K	0.08%	139
2025 Q3	$640K	Buy	9,693 +145	+2%	+$9.19K	0.08%	134
2025 Q2	$560K	Buy	9,548 +120	+1%	+$7.05K	0.08%	144
2025 Q1	$575K	Sell	9,428 -138	-1%	-$7.53K	0.09%	135
2024 Q4	$500K	Buy	9,566 +577	+6%	+$30.7K	0.07%	119
2024 Q3	$468K	Sell	8,989 -56	-0.6%	-$2.83K	0.07%	141
2024 Q2	$456K	Buy	9,045 +98	+1%	+$4.35K	0.1%	112
2024 Q1	$399K	Buy	8,947 +437	+5%	+$18.1K	0.07%	151
2023 Q4	$352K	Sell	8,510 -271	-3%	-$11.2K	0.07%	138
2023 Q3	$369K	Buy	8,781 +1,329	+18%	+$58.7K	0.08%	122
2023 Q2	$338K	Sell	7,452 -366	-5%	-$16.6K	0.07%	139
2023 Q1	$349K	Hold	7,818	–	–	0.08%	133
2022 Q4	$357K	Buy	7,818 +2,391	+44%	+$108K	0.08%	124
2022 Q3	$219K	Buy	+5,427	New	+$237K	0.07%	152
2021 Q3	–	Sell	-6,563	Closed	-$313K	–	226
2021 Q2	$313K	Buy	6,563 +293	+5%	+$14.4K	0.1%	116
2021 Q1	$321K	Buy	+6,270	New	+$281K	0.12%	98

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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 $431B AUM 30.22% 1-Year Est. Return