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Quotient Wealth Partners’s Altria Group MO Stock Holding History

Quotient Wealth Partners’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 		$473K Buy
7,170
+89
+1% +$5.73K 0.01% 204
2025
Q4 		$408K Sell
7,081
-119
-2% -$7.18K 0.01% 230
2025
Q3 		$476K Sell
7,200
-16
-0.2% -$1.01K 0.01% 200
2025
Q2 		$423K Buy
7,216
+1,314
+22% +$77.2K 0.01% 209
2025
Q1 		$354K Buy
5,902
+373
+7% +$20.4K 0.01% 229
2024
Q4 		$289K Buy
5,529
+627
+13% +$33.4K 0.01% 253
2024
Q3 		$250K Buy
4,902
+219
+5% +$11.1K 0.01% 279
2024
Q2 		$213K Buy
+4,683
New +$208K 0.01% 295

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

Quotient Wealth Partners's MO Position: Q1 2026 in Review

Quotient Wealth Partners increased its Altria Group (MO) stake by 1.3% in Q1 2026, buying an estimated $5.73K and bringing the position to 7,170 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #204.

Quotient Wealth Partners first reported a position in MO in Q2 2024 and has held it in 8 quarters since. The position peaked at $476K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Quotient Wealth Partners held 7,170 shares of Altria Group worth $473K as of Q1 2026.
  • Quotient Wealth Partners bought 89 Altria Group shares in Q1 2026, an estimated $5.73K.
  • Altria Group made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #204 holding.
  • Quotient Wealth Partners first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
  • Quotient Wealth Partners's Altria Group position peaked at $476K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.