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Twin Peaks Wealth Advisors’s Altria Group MO Stock Holding History

Twin Peaks Wealth 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 		$121K Buy
+1,833
New +$118K 0.03% 257
2025
Q3 		– Sell
-1,345
Closed -$88.8K – 1355
2025
Q2 		$88.8K Buy
+1,345
New +$79K 0.03% 248

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

Twin Peaks Wealth Advisors's MO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Altria Group (MO) in Q1 2026: 1,833 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MO in Q2 2025 and has held it in 2 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,833 shares of Altria Group worth $121K as of Q1 2026.
  • Altria Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Altria Group made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #257 holding.
  • Twin Peaks Wealth Advisors first reported a position in Altria Group in Q2 2025 and has held it in 2 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.