Triad Wealth Partners’s Altria Group MO Stock Holding History

Triad Wealth Partners’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	$877K	Buy	13,289 +152	+1%	+$9.78K	0.07%	190
2025 Q4	$757K	Buy	13,137 +2,343	+22%	+$141K	0.07%	189
2025 Q3	$713K	Buy	10,794 +966	+10%	+$61.2K	0.09%	154
2025 Q2	$576K	Buy	9,828 +307	+3%	+$18K	0.12%	137
2025 Q1	$571K	Buy	9,521 +3,778	+66%	+$206K	0.18%	96
2024 Q4	$300K	Buy	+5,743	New	+$306K	0.11%	135
2024 Q3	–	Sell	-4,435	Closed	-$202K	–	576
2024 Q2	$202K	Buy	+4,435	New	+$197K	0.11%	93

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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 $431B AUM 30.22% 1-Year Est. Return