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Pine Harbor Wealth Management’s Altria Group MO Stock Holding History

Pine Harbor 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 		– Sell
-4,403
Closed -$254K – 109
2025
Q4 		$254K Sell
4,403
-1,145
-21% -$69.1K 0.08% 93
2025
Q3 		$367K Buy
5,548
+179
+3% +$11.3K 0.12% 70
2025
Q2 		$315K Buy
+5,369
New +$315K 0.11% 75

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

Pine Harbor Wealth Management's MO Position: Q1 2026 in Review

Pine Harbor Wealth Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 4,403 shares — an estimated $254K sold.

Pine Harbor Wealth Management first reported a position in MO in Q2 2025 and held it in 3 quarters. The position peaked at $367K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Pine Harbor Wealth Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 4,403 Altria Group shares in Q1 2026, an estimated $254K.
  • Pine Harbor Wealth Management first reported a position in Altria Group in Q2 2025 and held it in 3 quarters.
  • Pine Harbor Wealth Management's Altria Group position peaked at $367K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.