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Papamarkou Wellner Asset Management’s Altria Group MO Stock Holding History

Papamarkou Wellner Asset 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 		$867K Hold
13,140
– – 0.53% 42
2025
Q4 		$758K Hold
13,140
– – 0.46% 46
2025
Q3 		$868K Hold
13,140
– – 0.54% 43
2025
Q2 		$770K Hold
13,140
– – 0.51% 47
2025
Q1 		$789K Hold
13,140
– – 0.55% 47
2024
Q4 		$687K Buy
+13,140
New +$700K 0.47% 49

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

Papamarkou Wellner Asset Management's MO Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its Altria Group (MO) position steady in Q1 2026 at 13,140 shares worth $867K. The position accounts for 0.53% of the portfolio, ranked #42.

Papamarkou Wellner Asset Management first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $868K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Papamarkou Wellner Asset Management held 13,140 shares of Altria Group worth $867K as of Q1 2026.
  • Papamarkou Wellner Asset Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.53% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #42 holding.
  • Papamarkou Wellner Asset Management first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Papamarkou Wellner Asset Management's Altria Group position peaked at $868K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.