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Serenus Wealth Advisors’s Altria Group MO Stock Holding History

Serenus 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 		$783K Sell
11,872
-7
-0.1% -$450 0.16% 31
2025
Q4 		$685K Hold
11,879
– – 0.13% 36
2025
Q3 		$785K Buy
11,879
+2
+0% +$127 0.13% 34
2025
Q2 		$696K Buy
11,877
+5
+0% +$294 0.12% 35
2025
Q1 		$713K Buy
11,872
+150
+1% +$8.19K 0.12% 28
2024
Q4 		$613K Buy
+11,722
New +$624K 0.11% 32

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

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

Serenus Wealth Advisors reduced its Altria Group (MO) stake by 0.06% in Q1 2026, selling an estimated $450 and leaving 11,872 shares worth $783K. The position accounts for 0.16% of the portfolio, ranked #31.

Serenus Wealth Advisors first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $785K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Serenus Wealth Advisors held 11,872 shares of Altria Group worth $783K as of Q1 2026.
  • Serenus Wealth Advisors sold 7 Altria Group shares in Q1 2026, an estimated $450.
  • Altria Group made up 0.16% of Serenus Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Serenus Wealth Advisors first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Serenus Wealth Advisors's Altria Group position peaked at $785K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.