TLA
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Tanglewood Legacy Advisors’s Altria Group MO Stock Holding History

Tanglewood Legacy 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 		$193K Hold
2,931
– – 0.07% 97
2025
Q4 		$169K Hold
2,931
– – 0.06% 100
2025
Q3 		$194K Hold
2,931
– – 0.07% 96
2025
Q2 		$172K Hold
2,931
– – 0.07% 100
2025
Q1 		$176K Hold
2,931
– – 0.08% 99
2024
Q4 		$153K Hold
2,931
– – 0.07% 102
2024
Q3 		$150K Hold
2,931
– – 0.07% 100
2024
Q2 		$134K Hold
2,931
– – 0.06% 105
2024
Q1 		$128K Hold
2,931
– – 0.06% 105
2023
Q4 		$118K Sell
2,931
-578
-16% -$23.9K 0.06% 103
2023
Q3 		$148K Buy
3,509
+11
+0.3% +$486 0.09% 96
2023
Q2 		$158K Buy
3,498
+11
+0.3% +$498 0.09% 91
2023
Q1 		$156K Buy
3,487
+11
+0.3% +$506 0.1% 83
2022
Q4 		$159K Buy
+3,476
New +$157K 0.11% 69

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

Tanglewood Legacy Advisors's MO Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Altria Group (MO) position steady in Q1 2026 at 2,931 shares worth $193K. The position accounts for 0.07% of the portfolio, ranked #97.

Tanglewood Legacy Advisors first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $194K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Tanglewood Legacy Advisors held 2,931 shares of Altria Group worth $193K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.07% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #97 holding.
  • Tanglewood Legacy Advisors first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's Altria Group position peaked at $194K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.