PAG
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Private Advisory Group’s Altria Group MO Stock Holding History

Private Advisory Group’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 		$621K Sell
9,415
-17
-0.2% -$1.09K 0.04% 187
2025
Q4 		$544K Buy
9,432
+205
+2% +$12.4K 0.04% 156
2025
Q3 		$610K Buy
9,227
+203
+2% +$12.9K 0.05% 146
2025
Q2 		$529K Buy
+9,024
New +$530K 0.05% 149

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

Private Advisory Group's MO Position: Q1 2026 in Review

Private Advisory Group reduced its Altria Group (MO) stake by 0.18% in Q1 2026, selling an estimated $1.09K and leaving 9,415 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #187.

Private Advisory Group first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Private Advisory Group held 9,415 shares of Altria Group worth $621K as of Q1 2026.
  • Private Advisory Group sold 17 Altria Group shares in Q1 2026, an estimated $1.09K.
  • Altria Group made up 0.04% of Private Advisory Group's portfolio in Q1 2026, its #187 holding.
  • Private Advisory Group first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.