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TCFG Wealth Management’s Altria Group MO Stock Holding History

TCFG 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 		$315K Sell
4,770
-558
-10% -$35.9K 0.12% 183
2025
Q4 		$307K Sell
5,328
-2,356
-31% -$142K 0.12% 193
2025
Q3 		$508K Buy
7,684
+126
+2% +$7.98K 0.2% 130
2025
Q2 		$443K Sell
7,558
-2,128
-22% -$125K 0.2% 136
2025
Q1 		$581K Buy
9,686
+1,013
+12% +$55.3K 0.29% 93
2024
Q4 		$454K Buy
8,673
+1,343
+18% +$71.5K 0.23% 109
2024
Q3 		$374K Buy
+7,330
New +$370K 0.19% 129

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

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

TCFG Wealth Management reduced its Altria Group (MO) stake by 10% in Q1 2026, selling an estimated $35.9K and leaving 4,770 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #183.

TCFG Wealth Management first reported a position in MO in Q3 2024 and has held it in 7 quarters since. The position peaked at $581K in Q1 2025. 2,496 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • TCFG Wealth Management held 4,770 shares of Altria Group worth $315K as of Q1 2026.
  • TCFG Wealth Management sold 558 Altria Group shares in Q1 2026, an estimated $35.9K.
  • Altria Group made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #183 holding.
  • TCFG Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Altria Group position peaked at $581K in Q1 2025.
  • 2,496 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.