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Palacios Wealth Management’s Altria Group MO Stock Holding History

Palacios 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 		$375K Buy
5,158
+783
+18% +$50.4K 0.23% 54
2025
Q4 		$252K Sell
4,375
-765
-15% -$46.2K 0.19% 60
2025
Q3 		$340K Buy
5,140
+80
+2% +$5.07K 0.22% 55
2025
Q2 		$297K Sell
5,060
-625
-11% -$36.7K 0.24% 55
2025
Q1 		$341K Hold
5,685
– – 0.25% 45
2024
Q4 		$291K Buy
+5,685
New +$303K 0.31% 47

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

Palacios Wealth Management's MO Position: Q1 2026 in Review

Palacios Wealth Management increased its Altria Group (MO) stake by 18% in Q1 2026, buying an estimated $50.4K and bringing the position to 5,158 shares worth $375K. The position accounts for 0.23% of the portfolio, ranked #54.

Palacios Wealth Management first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Palacios Wealth Management held 5,158 shares of Altria Group worth $375K as of Q1 2026.
  • Palacios Wealth Management bought 783 Altria Group shares in Q1 2026, an estimated $50.4K.
  • Altria Group made up 0.23% of Palacios Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Palacios Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.