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Opal Wealth Advisors’s Altria Group MO Stock Holding History

Opal 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 		$451K Sell
6,836
-95
-1% -$6.11K 0.1% 102
2025
Q4 		$400K Sell
6,931
-56
-0.8% -$3.38K 0.1% 121
2025
Q3 		$462K Buy
6,987
+271
+4% +$17.2K 0.13% 98
2025
Q2 		$394K Sell
6,716
-832
-11% -$48.9K 0.11% 100
2025
Q1 		$453K Buy
7,548
+1,888
+33% +$103K 0.14% 85
2024
Q4 		$296K Sell
5,660
-151
-3% -$8.04K 0.09% 130
2024
Q3 		$297K Buy
5,811
+108
+2% +$5.46K 0.09% 125
2024
Q2 		$260K Sell
5,703
-469
-8% -$20.8K 0.08% 138
2024
Q1 		$269K Sell
6,172
-1,207
-16% -$50K 0.09% 134
2023
Q4 		$298K Sell
7,379
-143
-2% -$5.91K 0.12% 129
2023
Q3 		$316K Buy
7,522
+336
+5% +$14.8K 0.19% 93
2023
Q2 		$326K Buy
7,186
+146
+2% +$6.61K 0.16% 82
2023
Q1 		$314K Buy
7,040
+105
+2% +$4.83K 0.18% 68
2022
Q4 		$317K Buy
6,935
+73
+1% +$3.31K 0.17% 75
2022
Q3 		$277K Sell
6,862
-17
-0.2% -$742 0.2% 69
2022
Q2 		$287K Buy
6,879
+2,075
+43% +$107K 0.19% 73
2022
Q1 		$251K Buy
4,804
+484
+11% +$24.7K 0.22% 80
2021
Q4 		$205K Buy
+4,320
New +$198K 0.13% 119
2021
Q2 		– Sell
-4,200
Closed -$215K – 89
2021
Q1 		$215K Buy
+4,200
New +$188K 0.23% 72

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

Opal Wealth Advisors's MO Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Altria Group (MO) stake by 1.4% in Q1 2026, selling an estimated $6.11K and leaving 6,836 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #102.

Opal Wealth Advisors first reported a position in MO in Q1 2021 and has held it in 19 quarters since. The position peaked at $462K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Opal Wealth Advisors held 6,836 shares of Altria Group worth $451K as of Q1 2026.
  • Opal Wealth Advisors sold 95 Altria Group shares in Q1 2026, an estimated $6.11K.
  • Altria Group made up 0.1% of Opal Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • Opal Wealth Advisors first reported a position in Altria Group in Q1 2021 and has held it in 19 quarters since.
  • Opal Wealth Advisors's Altria Group position peaked at $462K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.