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WCG Wealth Advisors’s Altria Group MO Stock Holding History

WCG 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 		$1.56M Sell
23,627
-617
-3% -$39.7K 0.04% 304
2025
Q4 		$1.4M Buy
24,244
+13,293
+121% +$803K 0.04% 306
2025
Q3 		$723K Sell
10,951
-2,671
-20% -$169K 0.05% 264
2025
Q2 		$799K Sell
13,622
-1,050
-7% -$61.7K 0.05% 252
2025
Q1 		$881K Sell
14,672
-1,708
-10% -$93.3K 0.07% 208
2024
Q4 		$857K Sell
16,380
-288
-2% -$15.3K 0.06% 221
2024
Q3 		$851K Buy
16,668
+1,177
+8% +$59.5K 0.06% 236
2024
Q2 		$706K Sell
15,491
-411
-3% -$18.2K 0.05% 223
2024
Q1 		$694K Sell
15,902
-744
-4% -$30.8K 0.06% 206
2023
Q4 		$672K Buy
16,646
+1,743
+12% +$72.1K 0.05% 227
2023
Q3 		$628K Buy
+14,903
New +$658K 0.05% 227
2022
Q4 		– Sell
-8,732
Closed -$379K – 236
2022
Q3 		$379K Sell
8,732
-282
-3% -$12.3K 0.05% 206
2022
Q2 		$377K Buy
+9,014
New +$467K 0.05% 191

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

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

WCG Wealth Advisors reduced its Altria Group (MO) stake by 2.5% in Q1 2026, selling an estimated $39.7K and leaving 23,627 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #304.

WCG Wealth Advisors first reported a position in MO in Q2 2022 and has held it in 13 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • WCG Wealth Advisors held 23,627 shares of Altria Group worth $1.56M as of Q1 2026.
  • WCG Wealth Advisors sold 617 Altria Group shares in Q1 2026, an estimated $39.7K.
  • Altria Group made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #304 holding.
  • WCG Wealth Advisors first reported a position in Altria Group in Q2 2022 and has held it in 13 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.