WealthCare Investment Partners’s Altria Group MO Stock Holding History

WealthCare Investment Partners’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	$2.4M	Buy	37,596 +5,031	+15%	+$324K	0.67%	45
2025 Q4	$1.87M	Buy	32,565 +4,298	+15%	+$260K	0.54%	53
2025 Q3	$1.87M	Buy	28,267 +5,366	+23%	+$340K	0.61%	48
2025 Q2	$1.37M	Buy	22,901 +2,165	+10%	+$127K	0.49%	60
2025 Q1	$1.2M	Buy	20,736 +823	+4%	+$44.9K	0.51%	57
2024 Q4	$1.05M	Buy	19,913 +400	+2%	+$21.3K	0.46%	60
2024 Q3	$974K	Buy	19,513 +468	+2%	+$23.7K	0.43%	58
2024 Q2	$867K	Buy	19,045 +332	+2%	+$14.7K	0.4%	65
2024 Q1	$816K	Buy	18,713 +144	+0.8%	+$5.97K	0.39%	64
2023 Q4	$778K	Sell	18,569 -26	-0.1%	-$1.07K	0.42%	62
2023 Q3	$773K	Buy	18,595 +777	+4%	+$34.3K	0.47%	54
2023 Q2	$819K	Buy	17,818 +1,920	+12%	+$87K	0.49%	55
2023 Q1	$709K	Buy	15,898 +6,262	+65%	+$288K	0.43%	59
2022 Q4	$440K	Buy	9,636 +3,610	+60%	+$164K	0.3%	74
2022 Q3	$243K	Buy	6,026 +126	+2%	+$5.5K	0.2%	94
2022 Q2	$246K	Buy	5,900 +93	+2%	+$4.82K	0.21%	91
2022 Q1	$318K	Buy	5,807 +783	+16%	+$39.9K	0.28%	75
2021 Q4	$238K	Buy	+5,024	New	+$230K	0.23%	91

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

WealthCare Investment Partners's MO Position: Q1 2026 in Review

WealthCare Investment Partners increased its Altria Group (MO) stake by 15% in Q1 2026, buying an estimated $324K and bringing the position to 37,596 shares worth $2.4M. The position accounts for 0.67% of the portfolio, ranked #45.

WealthCare Investment Partners first reported a position in MO in Q4 2021 and has held it in 18 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

WealthCare Investment Partners held 37,596 shares of Altria Group worth $2.4M as of Q1 2026.
WealthCare Investment Partners bought 5,031 Altria Group shares in Q1 2026, an estimated $324K.
Altria Group made up 0.67% of WealthCare Investment Partners's portfolio in Q1 2026, its #45 holding.
WealthCare Investment Partners first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.