W Advisors LLC’s Altria Group MO Stock Holding History

W Advisors LLC’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	$270K	Sell	4,098 -18	-0.4%	-$1.16K	0.14%	115
2025 Q4	$237K	Sell	4,116 -14	-0.3%	-$845	0.12%	124
2025 Q3	$273K	Buy	4,130 +2	+0%	+$127	0.14%	111
2025 Q2	$242K	Sell	4,128 -45	-1%	-$2.64K	0.14%	113
2025 Q1	$250K	Buy	4,173 +168	+4%	+$9.17K	0.16%	107
2024 Q4	$209K	Buy	4,005 +22	+0.6%	+$1.17K	0.13%	112
2024 Q3	$203K	Buy	+3,983	New	+$201K	0.13%	114
2022 Q2	–	Sell	-3,900	Closed	-$204K	–	114
2022 Q1	$204K	Buy	+3,900	New	+$199K	0.15%	107

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

W Advisors LLC's MO Position: Q1 2026 in Review

W Advisors LLC reduced its Altria Group (MO) stake by 0.44% in Q1 2026, selling an estimated $1.16K and leaving 4,098 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #115.

W Advisors LLC first reported a position in MO in Q1 2022 and has held it in 8 quarters since. The position peaked at $273K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

W Advisors LLC held 4,098 shares of Altria Group worth $270K as of Q1 2026.
W Advisors LLC sold 18 Altria Group shares in Q1 2026, an estimated $1.16K.
Altria Group made up 0.14% of W Advisors LLC's portfolio in Q1 2026, its #115 holding.
W Advisors LLC first reported a position in Altria Group in Q1 2022 and has held it in 8 quarters since.
W Advisors LLC's Altria Group position peaked at $273K in Q3 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.