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TruWealth Advisors’s Altria Group MO Stock Holding History

TruWealth Advisors’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 		$208K Buy
+3,147
New +$202K 0.01% 177

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TruWealth Advisors's MO Position: Q1 2026 in Review

TruWealth Advisors opened a new position in Altria Group (MO) in Q1 2026: 3,147 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

2,495 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • TruWealth Advisors held 3,147 shares of Altria Group worth $208K as of Q1 2026.
  • Altria Group was a new TruWealth Advisors position in Q1 2026.
  • Altria Group made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #177 holding.
  • 2,495 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.