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Wealthspire Advisors (New York)’s Altria Group MO Stock Holding History

Wealthspire Advisors (New York)’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 		$4.77M Sell
72,295
-5,781
-7% -$372K 0.04% 169
2025
Q4 		$4.5M Buy
78,076
+3,288
+4% +$199K 0.04% 172
2025
Q3 		$4.94M Buy
74,788
+14,815
+25% +$939K 0.03% 169
2025
Q2 		$3.52M Buy
59,973
+1,640
+3% +$96.3K 0.02% 200
2025
Q1 		$3.5M Sell
58,333
-4,259
-7% -$233K 0.02% 190
2024
Q4 		$3.27M Buy
62,592
+3,370
+6% +$180K 0.03% 185
2024
Q3 		$3.02M Buy
59,222
+4,672
+9% +$236K 0.03% 188
2024
Q2 		$2.48M Buy
54,550
+21,163
+63% +$939K 0.03% 179
2024
Q1 		$1.46M Sell
33,387
-2,637
-7% -$109K 0.02% 250
2023
Q4 		$1.45M Buy
36,024
+11,096
+45% +$459K 0.02% 248
2023
Q3 		$1.05M Buy
24,928
+239
+1% +$10.6K 0.02% 271
2023
Q2 		$1.12M Sell
24,689
-914
-4% -$41.4K 0.02% 228
2023
Q1 		$1.14M Sell
25,603
-4,721
-16% -$217K 0.02% 227
2022
Q4 		$1.39M Buy
30,324
+3,020
+11% +$137K 0.03% 202
2022
Q3 		$1.1M Buy
27,304
+4,255
+18% +$186K 0.02% 214
2022
Q2 		$963K Buy
23,049
+1,885
+9% +$97.6K 0.02% 214
2022
Q1 		$1.11M Sell
21,164
-10,460
-33% -$533K 0.02% 180
2021
Q4 		$1.5M Buy
31,624
+718
+2% +$32.9K 0.03% 174
2021
Q3 		$1.41M Buy
30,906
+14,135
+84% +$683K 0.03% 207
2021
Q2 		$800K Sell
16,771
-35,798
-68% -$1.76M 0.02% 182
2021
Q1 		$2.69M Buy
52,569
+18,674
+55% +$837K 0.06% 137
2020
Q4 		$1.39M Sell
33,895
-10,942
-24% -$439K 0.04% 170
2020
Q3 		$1.73M Buy
44,837
+10,931
+32% +$455K 0.1% 95
2020
Q2 		$1.33M Sell
33,906
-14,844
-30% -$579K 0.09% 93
2020
Q1 		$1.89M Buy
48,750
+10,430
+27% +$463K 0.08% 131
2019
Q4 		$1.91M Buy
38,320
+4,820
+14% +$227K 0.14% 45
2019
Q3 		$1.37M Buy
33,500
+16,597
+98% +$763K 0.11% 39
2019
Q2 		$800K Buy
16,903
+2,690
+19% +$141K 0.07% 39
2019
Q1 		$816K Buy
14,213
+13,203
+1,307% +$675K 0.08% 29
2018
Q4 		$50K Buy
+1,010
New +$58.5K ﹤0.01% 184

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

Wealthspire Advisors (New York)'s MO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Altria Group (MO) stake by 7.4% in Q1 2026, selling an estimated $372K and leaving 72,295 shares worth $4.77M. The position accounts for 0.04% of the portfolio, ranked #169.

Wealthspire Advisors (New York) first reported a position in MO in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.94M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Wealthspire Advisors (New York) held 72,295 shares of Altria Group worth $4.77M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 5,781 Altria Group shares in Q1 2026, an estimated $372K.
  • Altria Group made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #169 holding.
  • Wealthspire Advisors (New York) first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s Altria Group position peaked at $4.94M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.