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River Wealth Advisors’s Altria Group MO Stock Holding History

River Wealth Advisors’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 		$267K Sell
4,047
-420
-9% -$27K 0.03% 183
2025
Q4 		$258K Buy
+4,467
New +$270K 0.03% 189
2019
Q2 		– Sell
-3,477
Closed -$200K – 162
2019
Q1 		$200K Sell
3,477
-1,549
-31% -$79.2K 0.08% 153
2018
Q4 		$248K Sell
5,026
-611
-11% -$35.4K 0.11% 142
2018
Q3 		$340K Sell
5,637
-760
-12% -$45.1K 0.13% 136
2018
Q2 		$363K Sell
6,397
-2,489
-28% -$144K 0.14% 130
2018
Q1 		$554K Sell
8,886
-50
-0.6% -$3.31K 0.23% 109
2017
Q4 		$638K Sell
8,936
-126
-1% -$8.44K 0.27% 103
2017
Q3 		$575K Sell
9,062
-68
-0.7% -$4.53K 0.26% 106
2017
Q2 		$680K Buy
9,130
+1,033
+13% +$75.6K 0.32% 98
2017
Q1 		$578K Sell
8,097
-138
-2% -$9.99K 0.28% 101
2016
Q4 		$557K Buy
8,235
+1,133
+16% +$73K 0.28% 102
2016
Q3 		$449K Sell
7,102
-88
-1% -$5.85K 0.25% 113
2016
Q2 		$496K Sell
7,190
-249
-3% -$15.9K 0.28% 100
2016
Q1 		$466K Sell
7,439
-141
-2% -$8.53K 0.28% 103
2015
Q4 		$441K Sell
7,580
-117
-2% -$6.78K 0.28% 101
2015
Q3 		$419K Buy
7,697
+60
+0.8% +$3.22K 0.29% 103
2015
Q2 		$374K Sell
7,637
-2,377
-24% -$120K 0.24% 107
2015
Q1 		$501K Buy
+10,014
New +$532K 0.31% 101

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

River Wealth Advisors's MO Position: Q1 2026 in Review

River Wealth Advisors reduced its Altria Group (MO) stake by 9.4% in Q1 2026, selling an estimated $27K and leaving 4,047 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #183.

River Wealth Advisors first reported a position in MO in Q1 2015 and has held it in 19 quarters since. The position peaked at $680K in Q2 2017. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • River Wealth Advisors held 4,047 shares of Altria Group worth $267K as of Q1 2026.
  • River Wealth Advisors sold 420 Altria Group shares in Q1 2026, an estimated $27K.
  • Altria Group made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #183 holding.
  • River Wealth Advisors first reported a position in Altria Group in Q1 2015 and has held it in 19 quarters since.
  • River Wealth Advisors's Altria Group position peaked at $680K in Q2 2017.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.