Philip James Wealth Mangement’s Altria Group MO Stock Holding History

Philip James Wealth Mangement’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	$12.8M	Sell	194,580 -11,576	-6%	-$745K	1.48%	11
2025 Q4	$11.9M	Sell	206,156 -1,163	-0.6%	-$70.2K	1.38%	15
2025 Q3	$13.7M	Sell	207,319 -12,507	-6%	-$792K	1.6%	12
2025 Q2	$12.9M	Sell	219,826 -1,239	-0.6%	-$72.8K	1.64%	12
2025 Q1	$13.3M	Sell	221,065 -5,152	-2%	-$281K	1.61%	8
2024 Q4	$11.8M	Sell	226,217 -1,697	-0.7%	-$90.4K	1.53%	11
2024 Q3	$11.6M	Buy	227,914 +220,773	+3,092%	+$11.2M	1.43%	16
2024 Q2	$325K	Sell	7,141 -1,194	-14%	-$53K	0.22%	45
2024 Q1	$364K	Sell	8,335 -1,110	-12%	-$46K	0.26%	44
2023 Q4	$381K	Buy	+9,445	New	+$391K	0.3%	42

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $432B AUM 30.22% 1-Year Est. Return

Philip James Wealth Mangement's MO Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Altria Group (MO) stake by 5.6% in Q1 2026, selling an estimated $745K and leaving 194,580 shares worth $12.8M. The position accounts for 1.48% of the portfolio, ranked #11.

Philip James Wealth Mangement first reported a position in MO in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.7M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Philip James Wealth Mangement held 194,580 shares of Altria Group worth $12.8M as of Q1 2026.
Philip James Wealth Mangement sold 11,576 Altria Group shares in Q1 2026, an estimated $745K.
Altria Group made up 1.48% of Philip James Wealth Mangement's portfolio in Q1 2026, its #11 holding.
Philip James Wealth Mangement first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Altria Group position peaked at $13.7M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.