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Tred Avon Family Wealth’s Altria Group MO Stock Holding History

Tred Avon Family Wealth’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 		$220K Buy
+3,339
New +$215K 0.07% 253
2025
Q4 		– Sell
-3,339
Closed -$221K – 263
2025
Q3 		$221K Buy
+3,339
New +$212K 0.08% 230

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

Tred Avon Family Wealth's MO Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in Altria Group (MO) in Q1 2026: 3,339 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #253 among its holdings. This is a return to the name: Tred Avon Family Wealth previously reported a position in MO as recently as Q3 2025.

Tred Avon Family Wealth first reported a position in MO in Q3 2025 and has held it in 2 quarters since. The position peaked at $221K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Tred Avon Family Wealth held 3,339 shares of Altria Group worth $220K as of Q1 2026.
  • Altria Group was a new Tred Avon Family Wealth position in Q1 2026.
  • Altria Group made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #253 holding.
  • Tred Avon Family Wealth first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's Altria Group position peaked at $221K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.