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Sterling Wealth Management’s Altria Group MO Stock Holding History

Sterling 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 		$352K Sell
5,340
-81
-1% -$5.21K 0.1% 82
2025
Q4 		$313K Buy
+5,421
New +$327K 0.09% 84

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

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

Sterling Wealth Management reduced its Altria Group (MO) stake by 1.5% in Q1 2026, selling an estimated $5.21K and leaving 5,340 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #82.

Sterling Wealth Management first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sterling Wealth Management held 5,340 shares of Altria Group worth $352K as of Q1 2026.
  • Sterling Wealth Management sold 81 Altria Group shares in Q1 2026, an estimated $5.21K.
  • Altria Group made up 0.1% of Sterling Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Sterling Wealth Management first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.