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Tower View Wealth Management’s Altria Group MO Stock Holding History

Tower View 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 		$70.6K Buy
1,069
+19
+2% +$1.22K 0.04% 85
2025
Q4 		$60.5K Buy
1,050
+17
+2% +$1.03K 0.03% 84
2025
Q3 		$68.3K Buy
1,033
+17
+2% +$1.08K 0.04% 78
2025
Q2 		$59.5K Buy
1,016
+18
+2% +$1.06K 0.03% 95
2025
Q1 		$59.9K Buy
998
+19
+2% +$1.04K 0.03% 72
2024
Q4 		$51.2K Buy
979
+12
+1% +$639 0.03% 82
2024
Q3 		$49.3K Buy
967
+13
+1% +$657 0.03% 83
2024
Q2 		$43.5K Buy
954
+13
+1% +$577 0.02% 84
2024
Q1 		$41.1K Buy
941
+13
+1% +$539 0.02% 89
2023
Q4 		$37K Buy
928
+13
+1% +$538 0.02% 88
2023
Q3 		$38K Buy
915
+369
+68% +$16.3K 0.03% 84
2023
Q2 		$25K Sell
546
-392
-42% -$17.8K 0.02% 94
2023
Q1 		$42K Hold
938
– – 0.03% 84
2022
Q4 		$43K Buy
938
+19
+2% +$861 0.03% 86
2022
Q3 		$37K Buy
919
+19
+2% +$829 0.03% 86
2022
Q2 		$38K Hold
900
– – 0.03% 86
2022
Q1 		$47K Sell
900
-100
-10% -$5.09K 0.03% 103
2021
Q4 		$47K Hold
1,000
– – 0.02% 107
2021
Q3 		$46K Buy
+1,000
New +$48.3K 0.03% 104
2018
Q2 		– Sell
-92
Closed -$6K – 147
2018
Q1 		$6K Buy
92
+1
+1% +$66 0.01% 122
2017
Q4 		$6K Buy
+91
New +$6.1K 0.01% 128

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

Tower View Wealth Management's MO Position: Q1 2026 in Review

Tower View Wealth Management increased its Altria Group (MO) stake by 1.8% in Q1 2026, buying an estimated $1.22K and bringing the position to 1,069 shares worth $70.6K. The position accounts for 0.04% of the portfolio, ranked #85.

Tower View Wealth Management first reported a position in MO in Q4 2017 and has held it in 21 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Tower View Wealth Management held 1,069 shares of Altria Group worth $70.6K as of Q1 2026.
  • Tower View Wealth Management bought 19 Altria Group shares in Q1 2026, an estimated $1.22K.
  • Altria Group made up 0.04% of Tower View Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Tower View Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 21 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.