U.S. Capital Wealth Advisors’s Altria Group MO Stock Holding History

U.S. Capital 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	$11.4M	Sell	172,249 -115,985	-40%	-$7.46M	0.29%	77
2025 Q4	$16.6M	Sell	288,234 -14,427	-5%	-$871K	0.43%	49
2025 Q3	$20M	Buy	302,661 +1,635	+0.5%	+$104K	0.54%	37
2025 Q2	$17.6M	Buy	301,026 +142,012	+89%	+$8.34M	0.52%	39
2025 Q1	$9.54M	Buy	159,014 +7,228	+5%	+$395K	0.29%	83
2024 Q4	$7.94M	Sell	151,786 -121,214	-44%	-$6.46M	0.25%	88
2024 Q3	$13.9M	Sell	273,000 -13,097	-5%	-$662K	0.49%	51
2024 Q2	$13M	Sell	286,097 -1,786	-0.6%	-$79.2K	0.49%	46
2024 Q1	$12.6M	Buy	287,883 +5,007	+2%	+$208K	0.48%	45
2023 Q4	$11.4M	Buy	282,876 +109,914	+64%	+$4.55M	0.45%	48
2023 Q3	$7.27M	Buy	172,962 +3,494	+2%	+$154K	0.33%	67
2023 Q2	$7.68M	Sell	169,468 -5,138	-3%	-$233K	0.36%	65
2023 Q1	$7.79M	Sell	174,606 -695	-0.4%	-$32K	0.36%	62
2022 Q4	$8.01M	Sell	175,301 -22,039	-11%	-$998K	0.37%	51
2022 Q3	$7.97M	Sell	197,340 -32,892	-14%	-$1.43M	0.4%	46
2022 Q2	$9.62M	Buy	230,232 +78,300	+52%	+$4.05M	0.42%	45
2022 Q1	$7.94M	Sell	151,932 -135,009	-47%	-$6.88M	0.29%	71
2021 Q4	$13.6M	Sell	286,941 -9,797	-3%	-$449K	0.54%	37
2021 Q3	$13.4M	Buy	+296,738	New	+$14.3M	0.58%	36

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $432B AUM 30.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's MO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Altria Group (MO) stake by 40% in Q1 2026, selling an estimated $7.46M and leaving 172,249 shares worth $11.4M. The position accounts for 0.29% of the portfolio, ranked #77.

U.S. Capital Wealth Advisors first reported a position in MO in Q3 2021 and has held it in 19 quarters since. The position peaked at $20M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

U.S. Capital Wealth Advisors held 172,249 shares of Altria Group worth $11.4M as of Q1 2026.
U.S. Capital Wealth Advisors sold 115,985 Altria Group shares in Q1 2026, an estimated $7.46M.
Altria Group made up 0.29% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #77 holding.
U.S. Capital Wealth Advisors first reported a position in Altria Group in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Altria Group position peaked at $20M in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.