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Visionary Wealth Advisors’s Altria Group MO Stock Holding History

Visionary 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 		$11M Buy
166,684
+2,204
+1% +$142K 0.49% 52
2025
Q4 		$9.48M Buy
164,480
+3,676
+2% +$222K 0.43% 65
2025
Q3 		$10.6M Sell
160,804
-5,286
-3% -$335K 0.5% 51
2025
Q2 		$9.74M Buy
166,090
+3,843
+2% +$226K 0.5% 48
2025
Q1 		$9.74M Sell
162,247
-12,495
-7% -$682K 0.58% 46
2024
Q4 		$9.14M Buy
174,742
+631
+0.4% +$33.6K 0.54% 49
2024
Q3 		$8.89M Sell
174,111
-15,050
-8% -$761K 0.54% 50
2024
Q2 		$8.62M Buy
189,161
+1,076
+0.6% +$47.7K 0.56% 48
2024
Q1 		$8.2M Buy
188,085
+23,387
+14% +$970K 0.55% 47
2023
Q4 		$6.64M Buy
164,698
+2,821
+2% +$117K 0.49% 56
2023
Q3 		$6.81M Buy
161,877
+3,068
+2% +$136K 0.55% 48
2023
Q2 		$7.19M Buy
158,809
+3,355
+2% +$152K 0.58% 41
2023
Q1 		$6.94M Buy
155,454
+11,623
+8% +$534K 0.59% 43
2022
Q4 		$6.58M Buy
143,831
+8,590
+6% +$389K 0.61% 47
2022
Q3 		$5.46M Buy
135,241
+15,221
+13% +$664K 0.57% 47
2022
Q2 		$5.01M Buy
120,020
+10,971
+10% +$568K 0.45% 63
2022
Q1 		$5.7M Buy
109,049
+8,383
+8% +$427K 0.46% 56
2021
Q4 		$4.77M Buy
100,666
+7,374
+8% +$338K 0.39% 64
2021
Q3 		$4.25M Sell
93,292
-61
-0.1% -$2.95K 0.44% 60
2021
Q2 		$4.45M Buy
93,353
+1,804
+2% +$88.6K 0.45% 54
2021
Q1 		$4.68M Buy
91,549
+5,066
+6% +$227K 0.49% 52
2020
Q4 		$3.55M Buy
86,483
+4,135
+5% +$166K 0.4% 64
2020
Q3 		$3.18M Buy
82,348
+5,993
+8% +$249K 0.45% 60
2020
Q2 		$3M Buy
76,355
+6,649
+10% +$259K 0.46% 58
2020
Q1 		$2.69M Buy
69,706
+10,001
+17% +$444K 0.51% 62
2019
Q4 		$2.98M Buy
+59,705
New +$2.82M 0.53% 54

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

Visionary Wealth Advisors's MO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Altria Group (MO) stake by 1.3% in Q1 2026, buying an estimated $142K and bringing the position to 166,684 shares worth $11M. The position accounts for 0.49% of the portfolio, ranked #52.

Visionary Wealth Advisors first reported a position in MO in Q4 2019 and has held it in 26 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Visionary Wealth Advisors held 166,684 shares of Altria Group worth $11M as of Q1 2026.
  • Visionary Wealth Advisors bought 2,204 Altria Group shares in Q1 2026, an estimated $142K.
  • Altria Group made up 0.49% of Visionary Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Visionary Wealth Advisors first reported a position in Altria Group in Q4 2019 and has held it in 26 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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