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Wealthedge Investment Advisors’s Altria Group MO Stock Holding History

Wealthedge Investment 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 		– Sell
-4,099
Closed -$236K – 157
2025
Q4 		$236K Buy
+4,099
New +$248K 0.09% 117

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

Wealthedge Investment Advisors's MO Position: Q1 2026 in Review

Wealthedge Investment Advisors sold out of Altria Group (MO) in Q1 2026, closing a stake of 4,099 shares — an estimated $236K sold.

Wealthedge Investment Advisors first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Wealthedge Investment Advisors reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 4,099 Altria Group shares in Q1 2026, an estimated $236K.
  • Wealthedge Investment Advisors first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Altria Group position peaked at $236K in Q4 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.