Ridgecrest Wealth Partners’s Altria Group MO Stock Holding History

Ridgecrest 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	$380K	Hold	5,761	–	–	0.21%	66
2025 Q4	$332K	Buy	5,761 +10	+0.2%	+$604	0.18%	73
2025 Q3	$380K	Hold	5,751	–	–	0.17%	71
2025 Q2	$337K	Hold	5,751	–	–	0.18%	72
2025 Q1	$345K	Buy	5,751 +400	+7%	+$21.8K	0.18%	72
2024 Q4	$280K	Sell	5,351 -500	-9%	-$26.6K	0.15%	81
2024 Q3	$299K	Buy	5,851 +200	+4%	+$10.1K	0.16%	85
2024 Q2	$257K	Buy	+5,651	New	+$251K	0.15%	89

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

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

Ridgecrest Wealth Partners held its Altria Group (MO) position steady in Q1 2026 at 5,761 shares worth $380K. The position accounts for 0.21% of the portfolio, ranked #66.

Ridgecrest Wealth Partners first reported a position in MO in Q2 2024 and has held it in 8 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Ridgecrest Wealth Partners held 5,761 shares of Altria Group worth $380K as of Q1 2026.
Ridgecrest Wealth Partners left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.21% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #66 holding.
Ridgecrest Wealth Partners first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.