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Wayfinding Financial’s Altria Group MO Stock Holding History

Wayfinding Financial’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 		$421K Buy
6,282
+275
+5% +$17.7K 0.18% 80
2025
Q4 		$352K Sell
6,007
-238
-4% -$14.4K 0.15% 94
2025
Q3 		$419K Sell
6,245
-10
-0.2% -$634 0.18% 81
2025
Q2 		$387K Sell
6,255
-284
-4% -$16.7K 0.17% 84
2025
Q1 		$392K Sell
6,539
-86
-1% -$4.7K 0.17% 83
2024
Q4 		$346K Buy
+6,625
New +$353K 0.19% 86
2024
Q3 		– Sell
-5,571
Closed -$259K – 94
2024
Q2 		$259K Buy
5,571
+461
+9% +$20.5K 0.15% 96
2024
Q1 		$226K Buy
+5,110
New +$212K 0.13% 108
2023
Q3 		– Sell
-5,459
Closed -$248K – 115
2023
Q2 		$248K Sell
5,459
-1,204
-18% -$54.5K 0.17% 94
2023
Q1 		$303K Buy
+6,663
New +$306K 0.23% 74

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

Wayfinding Financial's MO Position: Q1 2026 in Review

Wayfinding Financial increased its Altria Group (MO) stake by 4.6% in Q1 2026, buying an estimated $17.7K and bringing the position to 6,282 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #80.

Wayfinding Financial first reported a position in MO in Q1 2023 and has held it in 10 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Wayfinding Financial held 6,282 shares of Altria Group worth $421K as of Q1 2026.
  • Wayfinding Financial bought 275 Altria Group shares in Q1 2026, an estimated $17.7K.
  • Altria Group made up 0.18% of Wayfinding Financial's portfolio in Q1 2026, its #80 holding.
  • Wayfinding Financial first reported a position in Altria Group in Q1 2023 and has held it in 10 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.