SWM
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SHP Wealth Management’s Altria Group MO Stock Holding History

SHP 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 		$272K Sell
4,124
-315
-7% -$20.3K 0.02% 212
2025
Q4 		$256K Buy
+4,439
New +$268K 0.02% 215

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Altria Group (MO) stake by 7.1% in Q1 2026, selling an estimated $20.3K and leaving 4,124 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #212.

SHP Wealth Management first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,492 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • SHP Wealth Management held 4,124 shares of Altria Group worth $272K as of Q1 2026.
  • SHP Wealth Management sold 315 Altria Group shares in Q1 2026, an estimated $20.3K.
  • Altria Group made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #212 holding.
  • SHP Wealth Management first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.