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Tradition Wealth Management’s Altria Group MO Stock Holding History

Tradition 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 		$1.05M Buy
15,979
+263
+2% +$16.9K 0.08% 191
2025
Q4 		$906K Buy
15,716
+144
+0.9% +$8.7K 0.07% 201
2025
Q3 		$1.03M Buy
15,572
+365
+2% +$23.1K 0.08% 182
2025
Q2 		$892K Buy
15,207
+462
+3% +$27.1K 0.07% 195
2025
Q1 		$885K Buy
14,745
+251
+2% +$13.7K 0.08% 183
2024
Q4 		$758K Buy
14,494
+701
+5% +$37.3K 0.07% 197
2024
Q3 		$704K Buy
13,793
+31
+0.2% +$1.57K 0.06% 198
2024
Q2 		$627K Sell
13,762
-1,612
-10% -$71.5K 0.06% 197
2024
Q1 		$671K Sell
15,374
-806
-5% -$33.4K 0.07% 180
2023
Q4 		$653K Sell
16,180
-1,070
-6% -$44.3K 0.07% 154
2023
Q3 		$725K Sell
17,250
-1,455
-8% -$64.3K 0.09% 140
2023
Q2 		$847K Buy
18,705
+525
+3% +$23.8K 0.1% 131
2023
Q1 		$811K Buy
18,180
+3,938
+28% +$181K 0.1% 130
2022
Q4 		$651K Sell
14,242
-573
-4% -$26K 0.09% 138
2022
Q3 		$598K Buy
14,815
+125
+0.9% +$5.45K 0.09% 140
2022
Q2 		$614K Buy
14,690
+236
+2% +$12.2K 0.09% 144
2022
Q1 		$755K Buy
14,454
+2,265
+19% +$115K 0.1% 144
2021
Q4 		$578K Sell
12,189
-1,451
-11% -$66.5K 0.07% 169
2021
Q3 		$621K Sell
13,640
-408
-3% -$19.7K 0.09% 153
2021
Q2 		$670K Buy
14,048
+205
+1% +$10.1K 0.1% 151
2021
Q1 		$708K Buy
13,843
+1,502
+12% +$67.3K 0.12% 131
2020
Q4 		$506K Buy
+12,341
New +$496K 0.1% 149

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

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

Tradition Wealth Management increased its Altria Group (MO) stake by 1.7% in Q1 2026, buying an estimated $16.9K and bringing the position to 15,979 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #191.

Tradition Wealth Management first reported a position in MO in Q4 2020 and has held it in 22 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Tradition Wealth Management held 15,979 shares of Altria Group worth $1.05M as of Q1 2026.
  • Tradition Wealth Management bought 263 Altria Group shares in Q1 2026, an estimated $16.9K.
  • Altria Group made up 0.08% of Tradition Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Tradition Wealth Management first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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