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Stonehaven Wealth & Tax Solutions’s Altria Group MO Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$329K Buy
4,983
+382
+8% +$24.6K 0.29% 59
2025
Q4 		$265K Buy
+4,601
New +$278K 0.24% 63

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

Stonehaven Wealth & Tax Solutions's MO Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Altria Group (MO) stake by 8.3% in Q1 2026, buying an estimated $24.6K and bringing the position to 4,983 shares worth $329K. The position accounts for 0.29% of the portfolio, ranked #59.

Stonehaven Wealth & Tax Solutions 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.

  • Stonehaven Wealth & Tax Solutions held 4,983 shares of Altria Group worth $329K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 382 Altria Group shares in Q1 2026, an estimated $24.6K.
  • Altria Group made up 0.29% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #59 holding.
  • Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.