WI
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WBI Investments’s Altria Group MO Stock Holding History

WBI Investments’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
2015
Q4 		– Sell
-1,700
Closed -$21K – 237
2015
Q3 		$21K Buy
+1,700
New +$91.2K ﹤0.01% 145

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

WBI Investments's MO Position: Q1 2026 in Review

WBI Investments increased its Altria Group (MO) stake by 25% in Q1 2026, buying an estimated $801K and bringing the position to 63,139 shares worth $4.17M. The position accounts for 1.15% of the portfolio, ranked #9.

WBI Investments first reported a position in MO in Q2 2015 and has held it in 28 quarters since. The position peaked at $52M in Q3 2015. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • WBI Investments held 63,139 shares of Altria Group worth $4.17M as of Q1 2026.
  • WBI Investments bought 12,442 Altria Group shares in Q1 2026, an estimated $801K.
  • Altria Group made up 1.15% of WBI Investments's portfolio in Q1 2026, its #9 holding.
  • WBI Investments first reported a position in Altria Group in Q2 2015 and has held it in 28 quarters since.
  • WBI Investments's Altria Group position peaked at $52M in Q3 2015.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.