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Stillwater Wealth Management Group’s Altria Group MO Stock Holding History

Stillwater Wealth Management 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 		$1.49M Buy
22,585
+3,290
+17% +$212K 0.92% 38
2025
Q4 		$1.11M Sell
19,295
-3,770
-16% -$228K 0.75% 38
2025
Q3 		$1.52M Buy
+23,065
New +$1.46M 1.07% 34
2025
Q1 		$669K Buy
11,144
+2,389
+27% +$130K 0.58% 37
2024
Q4 		$458K Buy
+8,755
New +$466K 0.41% 49

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stillwater Wealth Management Group's MO Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Altria Group (MO) stake by 17% in Q1 2026, buying an estimated $212K and bringing the position to 22,585 shares worth $1.49M. The position accounts for 0.92% of the portfolio, ranked #38.

Stillwater Wealth Management Group first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2025. 2,501 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Stillwater Wealth Management Group held 22,585 shares of Altria Group worth $1.49M as of Q1 2026.
  • Stillwater Wealth Management Group bought 3,290 Altria Group shares in Q1 2026, an estimated $212K.
  • Altria Group made up 0.92% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #38 holding.
  • Stillwater Wealth Management Group first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Altria Group position peaked at $1.52M in Q3 2025.
  • 2,501 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.