Wedbush Securities’s Altria Group MO Stock Holding History

Wedbush Securities’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	$2.42M	Buy	36,710 +2,268	+7%	+$146K	0.07%	222
2025 Q4	$1.99M	Buy	34,442 +4,030	+13%	+$243K	0.06%	251
2025 Q3	$2.01M	Sell	30,412 -1,173	-4%	-$74.3K	0.07%	232
2025 Q2	$1.85M	Sell	31,585 -3,572	-10%	-$210K	0.06%	238
2025 Q1	$2.11M	Sell	35,157 -956	-3%	-$52.2K	0.08%	185
2024 Q4	$1.89M	Buy	36,113 +1,254	+4%	+$66.8K	0.07%	208
2024 Q3	$1.78M	Buy	34,859 +6,755	+24%	+$341K	0.07%	220
2024 Q2	$1.28M	Buy	28,104 +4,161	+17%	+$185K	0.05%	306
2024 Q1	$1.04M	Sell	23,943 -1,890	-7%	-$78.4K	0.04%	372
2023 Q4	$1.04M	Sell	25,833 -307	-1%	-$12.7K	0.05%	318
2023 Q3	$1.1M	Sell	26,140 -3,740	-13%	-$165K	0.05%	276
2023 Q2	$1.35M	Sell	29,880 -349	-1%	-$15.8K	0.06%	240
2023 Q1	$1.35M	Buy	30,229 +110	+0.4%	+$5.06K	0.07%	235
2022 Q4	$1.38M	Sell	30,119 -1,136	-4%	-$51.5K	0.08%	221
2022 Q3	$1.26M	Sell	31,255 -2,023	-6%	-$88.2K	0.07%	227
2022 Q2	$1.39M	Sell	33,278 -11,296	-25%	-$585K	0.08%	217
2022 Q1	$2.33M	Sell	44,574 -4,906	-10%	-$250K	0.11%	150
2021 Q4	$2.35M	Buy	49,480 +3,789	+8%	+$174K	0.1%	162
2021 Q3	$2.08M	Buy	45,691 +572	+1%	+$27.6K	0.1%	178
2021 Q2	$2.15M	Sell	45,119 -2,536	-5%	-$125K	0.1%	171
2021 Q1	$2.44M	Buy	47,655 +4,251	+10%	+$190K	0.14%	128
2020 Q4	$1.78M	Sell	43,404 -433	-1%	-$17.4K	0.16%	137
2020 Q3	$1.69M	Sell	43,837 -4,295	-9%	-$179K	0.16%	128
2020 Q2	$1.89M	Sell	48,132 -2,529	-5%	-$98.7K	0.18%	123
2020 Q1	$1.96M	Sell	50,661 -21,881	-30%	-$971K	0.23%	98
2019 Q4	$3.62M	Sell	72,542 -16,016	-18%	-$755K	0.32%	65
2019 Q3	$3.62M	Buy	88,558 +11,085	+14%	+$510K	0.35%	54
2019 Q2	$3.67M	Sell	77,473 -982	-1%	-$51.4K	0.37%	47
2019 Q1	$4.51M	Buy	78,455 +22,384	+40%	+$1.14M	0.48%	36
2018 Q4	$2.77M	Buy	56,071 +26,280	+88%	+$1.52M	0.35%	56
2018 Q3	$1.8M	Sell	29,791 -1,242	-4%	-$73.7K	0.2%	106
2018 Q2	$1.76M	Sell	31,033 -4,303	-12%	-$248K	0.22%	96
2018 Q1	$2.2M	Sell	35,336 -8,645	-20%	-$573K	0.29%	72
2017 Q4	$3.14M	Buy	43,981 +4,460	+11%	+$299K	0.38%	47
2017 Q3	$2.51M	Sell	39,521 -8,521	-18%	-$568K	0.33%	61
2017 Q2	$3.58M	Buy	48,042 +5,430	+13%	+$397K	0.46%	38
2017 Q1	$3.04M	Sell	42,612 -519	-1%	-$37.6K	0.41%	44
2016 Q4	$2.92M	Sell	43,131 -981	-2%	-$63.2K	0.43%	42
2016 Q3	$2.79M	Buy	44,112 +7,165	+19%	+$476K	0.42%	46
2016 Q2	$2.55M	Buy	36,947 +5,449	+17%	+$349K	0.42%	46
2016 Q1	$1.97M	Sell	31,498 -1,041	-3%	-$62.9K	0.34%	61
2015 Q4	$1.89M	Buy	32,539 +1,583	+5%	+$91.7K	0.34%	64
2015 Q3	$1.68M	Buy	30,956 +801	+3%	+$43K	0.34%	61
2015 Q2	$1.48M	Buy	30,155 +6,372	+27%	+$323K	0.27%	78
2015 Q1	$1.19M	Buy	23,783 +3,744	+19%	+$199K	0.2%	107
2014 Q4	$987K	Buy	20,039 +954	+5%	+$46.5K	0.15%	134
2014 Q3	$877K	Buy	19,085 +59	+0.3%	+$2.53K	0.14%	144
2014 Q2	$798K	Sell	19,026 -2,613	-12%	-$105K	0.13%	163
2014 Q1	$810K	Sell	21,639 -3,378	-14%	-$123K	0.14%	157
2013 Q4	$960K	Sell	25,017 -1,800	-7%	-$66.5K	0.23%	111
2013 Q3	$921K	Sell	26,817 -4,327	-14%	-$152K	0.24%	106
2013 Q2	$1.09M	Buy	+31,144	New	+$1.12M	0.3%	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

Wedbush Securities's MO Position: Q1 2026 in Review

Wedbush Securities increased its Altria Group (MO) stake by 6.6% in Q1 2026, buying an estimated $146K and bringing the position to 36,710 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #222.

Wedbush Securities first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.51M in Q1 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Wedbush Securities held 36,710 shares of Altria Group worth $2.42M as of Q1 2026.
Wedbush Securities bought 2,268 Altria Group shares in Q1 2026, an estimated $146K.
Altria Group made up 0.07% of Wedbush Securities's portfolio in Q1 2026, its #222 holding.
Wedbush Securities first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
Wedbush Securities's Altria Group position peaked at $4.51M in Q1 2019.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.