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Rialto Wealth Management’s Altria Group MO Stock Holding History

Rialto 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 		$122K Buy
1,842
+299
+19% +$19.2K 0.03% 194
2025
Q4 		$89K Sell
1,543
-10
-0.6% -$604 0.02% 220
2025
Q3 		$103K Buy
1,553
+3
+0.2% +$190 0.03% 201
2025
Q2 		$90.9K Buy
1,550
+35
+2% +$2.06K 0.03% 210
2025
Q1 		$90.9K Hold
1,515
– – 0.03% 198
2024
Q4 		$79.2K Buy
+1,515
New +$80.7K 0.03% 219

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

Rialto Wealth Management's MO Position: Q1 2026 in Review

Rialto Wealth Management increased its Altria Group (MO) stake by 19% in Q1 2026, buying an estimated $19.2K and bringing the position to 1,842 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #194.

Rialto Wealth Management first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Rialto Wealth Management held 1,842 shares of Altria Group worth $122K as of Q1 2026.
  • Rialto Wealth Management bought 299 Altria Group shares in Q1 2026, an estimated $19.2K.
  • Altria Group made up 0.03% of Rialto Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Rialto Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.