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Sound View Wealth Advisors Group’s Altria Group MO Stock Holding History

Sound View Wealth Advisors Group’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 		$4.56M Buy
69,064
+242
+0.4% +$15.6K 0.31% 73
2025
Q4 		$3.97M Sell
68,822
-1,107
-2% -$66.8K 0.27% 81
2025
Q3 		$4.62M Sell
69,929
-1,923
-3% -$122K 0.32% 73
2025
Q2 		$4.21M Buy
71,852
+435
+0.6% +$25.5K 0.31% 75
2025
Q1 		$4.29M Sell
71,417
-2,641
-4% -$144K 0.35% 65
2024
Q4 		$3.87M Buy
74,058
+505
+0.7% +$26.9K 0.31% 68
2024
Q3 		$3.75M Buy
73,553
+36,939
+101% +$1.87M 0.31% 77
2024
Q2 		$1.67M Sell
36,614
-1,462
-4% -$64.9K 0.17% 122
2024
Q1 		$1.66M Sell
38,076
-39,191
-51% -$1.62M 0.18% 123
2023
Q4 		$3.12M Buy
77,267
+34,386
+80% +$1.42M 0.34% 73
2023
Q3 		$1.8M Buy
42,881
+442
+1% +$19.5K 0.22% 98
2023
Q2 		$1.92M Buy
42,439
+995
+2% +$45.1K 0.25% 89
2023
Q1 		$1.85M Sell
41,444
-35,823
-46% -$1.65M 0.25% 92
2022
Q4 		$3.12M Buy
77,267
+43,250
+127% +$1.96M 0.34% 73
2022
Q3 		$1.37M Buy
34,017
+1,019
+3% +$44.5K 0.31% 81
2022
Q2 		$1.38M Sell
32,998
-1,005
-3% -$52K 0.29% 88
2022
Q1 		$1.78M Sell
34,003
-515
-1% -$26.2K 0.34% 74
2021
Q4 		$1.64M Sell
34,518
-1,214
-3% -$55.6K 0.31% 85
2021
Q3 		$1.63M Sell
35,732
-1,968
-5% -$95K 0.34% 76
2021
Q2 		$1.8M Sell
37,700
-2,507
-6% -$123K 0.38% 70
2021
Q1 		$2.06M Sell
40,207
-515
-1% -$23.1K 0.48% 58
2020
Q4 		$1.67M Sell
40,722
-1,719
-4% -$69K 0.41% 66
2020
Q3 		$1.64M Sell
42,441
-5,320
-11% -$221K 0.43% 60
2020
Q2 		$1.88M Buy
47,761
+446
+0.9% +$17.4K 0.53% 54
2020
Q1 		$1.83M Sell
47,315
-1,862
-4% -$82.6K 0.63% 52
2019
Q4 		$2.45M Sell
49,177
-1,795
-4% -$84.7K 0.69% 46
2019
Q3 		$2.08M Sell
50,972
-15,728
-24% -$723K 0.62% 49
2019
Q2 		$3.16M Buy
+66,700
New +$3.49M 0.93% 33

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

Sound View Wealth Advisors Group's MO Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Altria Group (MO) stake by 0.35% in Q1 2026, buying an estimated $15.6K and bringing the position to 69,064 shares worth $4.56M. The position accounts for 0.31% of the portfolio, ranked #73.

Sound View Wealth Advisors Group first reported a position in MO in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.62M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sound View Wealth Advisors Group held 69,064 shares of Altria Group worth $4.56M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 242 Altria Group shares in Q1 2026, an estimated $15.6K.
  • Altria Group made up 0.31% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #73 holding.
  • Sound View Wealth Advisors Group first reported a position in Altria Group in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Altria Group position peaked at $4.62M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.