Stockman Wealth Management’s Altria Group MO Stock Holding History

Stockman 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	$323K	Buy	4,891 +828	+20%	+$53.3K	0.04%	133
2025 Q4	$234K	Hold	4,063	–	–	0.03%	159
2025 Q3	$268K	Hold	4,063	–	–	0.03%	150
2025 Q2	$238K	Sell	4,063 -95	-2%	-$5.58K	0.03%	153
2025 Q1	$250K	Buy	4,158 +77	+2%	+$4.2K	0.04%	144
2024 Q4	$213K	Sell	4,081 -260	-6%	-$13.8K	0.03%	155
2024 Q3	$222K	Buy	+4,341	New	+$219K	0.03%	169
2022 Q4	–	Sell	-9,125	Closed	-$368K	–	202
2022 Q3	$368K	Buy	+9,125	New	+$398K	0.1%	116
2017 Q1	–	Sell	-6,988	Closed	-$473K	–	138
2016 Q4	$473K	Buy	6,988 +243	+4%	+$15.6K	0.29%	75
2016 Q3	$426K	Buy	+6,745	New	+$448K	0.26%	79

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stockman Wealth Management increased its Altria Group (MO) stake by 20% in Q1 2026, buying an estimated $53.3K and bringing the position to 4,891 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #133.

Stockman Wealth Management first reported a position in MO in Q3 2016 and has held it in 10 quarters since. The position peaked at $473K in Q4 2016. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Stockman Wealth Management held 4,891 shares of Altria Group worth $323K as of Q1 2026.
Stockman Wealth Management bought 828 Altria Group shares in Q1 2026, an estimated $53.3K.
Altria Group made up 0.04% of Stockman Wealth Management's portfolio in Q1 2026, its #133 holding.
Stockman Wealth Management first reported a position in Altria Group in Q3 2016 and has held it in 10 quarters since.
Stockman Wealth Management's Altria Group position peaked at $473K in Q4 2016.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.