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Wealth Preservation Advisors’s Altria Group MO Stock Holding History

Wealth Preservation 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 		$660 Sell
10
-150
-94% -$9.65K ﹤0.01% 742
2025
Q4 		$9.23K Hold
160
– – ﹤0.01% 309
2025
Q3 		$10.6K Hold
160
– – 0.01% 290
2025
Q2 		$9.38K Hold
160
– – 0.01% 294
2025
Q1 		$9.6K Buy
+160
New +$8.74K 0.01% 318

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

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

Wealth Preservation Advisors reduced its Altria Group (MO) stake by 94% in Q1 2026, selling an estimated $9.65K and leaving 10 shares worth $660. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Wealth Preservation Advisors first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Wealth Preservation Advisors held 10 shares of Altria Group worth $660 as of Q1 2026.
  • Wealth Preservation Advisors sold 150 Altria Group shares in Q1 2026, an estimated $9.65K.
  • Altria Group made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #742 holding.
  • Wealth Preservation Advisors first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Altria Group position peaked at $10.6K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.