Wealth Advisors of Tampa Bay’s Altria Group MO Stock Holding History

Wealth Advisors of Tampa Bay’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	$222K	Sell	3,365 -200	-6%	-$12.9K	0.07%	86
2025 Q4	$206K	Sell	3,565 -53	-1%	-$3.2K	0.07%	89
2025 Q3	$239K	Hold	3,618	–	–	0.08%	87
2025 Q2	$212K	Sell	3,618 -150	-4%	-$8.81K	0.08%	86
2025 Q1	$226K	Buy	+3,768	New	+$206K	0.09%	86
2023 Q4	–	Sell	-4,936	Closed	-$208K	–	92
2023 Q3	$208K	Buy	+4,936	New	+$218K	0.06%	95

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

Wealth Advisors of Tampa Bay's MO Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Altria Group (MO) stake by 5.6% in Q1 2026, selling an estimated $12.9K and leaving 3,365 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #86.

Wealth Advisors of Tampa Bay first reported a position in MO in Q3 2023 and has held it in 6 quarters since. The position peaked at $239K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Wealth Advisors of Tampa Bay held 3,365 shares of Altria Group worth $222K as of Q1 2026.
Wealth Advisors of Tampa Bay sold 200 Altria Group shares in Q1 2026, an estimated $12.9K.
Altria Group made up 0.07% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #86 holding.
Wealth Advisors of Tampa Bay first reported a position in Altria Group in Q3 2023 and has held it in 6 quarters since.
Wealth Advisors of Tampa Bay's Altria Group position peaked at $239K in Q3 2025.
2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.