Texas Capital Bank Wealth Management Services’s Altria Group MO Stock Holding History

Texas Capital Bank Wealth Management Services’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	$691K	Buy	10,469 +5,769	+123%	+$371K	0.04%	179
2025 Q4	$271K	Sell	4,700 -83	-2%	-$5.01K	0.02%	272
2025 Q3	$316K	Buy	+4,783	New	+$303K	0.03%	199
2024 Q2	–	Sell	-5,025	Closed	-$219K	–	210
2024 Q1	$219K	Sell	5,025 -10,463	-68%	-$434K	0.02%	175
2023 Q4	$625K	Sell	15,488 -5,397	-26%	-$223K	0.07%	96
2023 Q3	$878K	Buy	+20,885	New	+$923K	0.11%	85

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

Texas Capital Bank Wealth Management Services's MO Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Altria Group (MO) stake by 123% in Q1 2026, buying an estimated $371K and bringing the position to 10,469 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #179.

Texas Capital Bank Wealth Management Services first reported a position in MO in Q3 2023 and has held it in 6 quarters since. The position peaked at $878K in Q3 2023. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Texas Capital Bank Wealth Management Services held 10,469 shares of Altria Group worth $691K as of Q1 2026.
Texas Capital Bank Wealth Management Services bought 5,769 Altria Group shares in Q1 2026, an estimated $371K.
Altria Group made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #179 holding.
Texas Capital Bank Wealth Management Services first reported a position in Altria Group in Q3 2023 and has held it in 6 quarters since.
Texas Capital Bank Wealth Management Services's Altria Group position peaked at $878K in Q3 2023.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.