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Talisman Wealth Advisors’s Altria Group MO Stock Holding History

Talisman Wealth Advisors’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 		– Sell
-3,562
Closed -$205K – 114
2025
Q4 		$205K Sell
3,562
-405
-10% -$24.5K 0.16% 111
2025
Q3 		$262K Buy
3,967
+4
+0.1% +$253 0.22% 95
2025
Q2 		$232K Buy
3,963
+286
+8% +$16.8K 0.21% 97
2025
Q1 		$221K Buy
+3,677
New +$201K 0.23% 96

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

Talisman Wealth Advisors's MO Position: Q1 2026 in Review

Talisman Wealth Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 3,562 shares — an estimated $205K sold.

Talisman Wealth Advisors first reported a position in MO in Q1 2025 and held it in 4 quarters. The position peaked at $262K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Talisman Wealth Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 3,562 Altria Group shares in Q1 2026, an estimated $205K.
  • Talisman Wealth Advisors first reported a position in Altria Group in Q1 2025 and held it in 4 quarters.
  • Talisman Wealth Advisors's Altria Group position peaked at $262K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.