West Michigan Advisors’s Altria Group MO Stock Holding History

West Michigan 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	$3.95M	Buy	58,886 +15,003	+34%	+$965K	0.87%	26
2025 Q4	$2.58M	Buy	43,883 +4,397	+11%	+$265K	0.59%	55
2025 Q3	$2.65M	Buy	+39,486	New	+$2.5M	0.64%	42
2025 Q2	–	Sell	-5,763	Closed	-$352K	–	242
2025 Q1	$352K	Buy	5,763 +1,546	+37%	+$84.4K	0.12%	135
2024 Q4	$225K	Buy	+4,217	New	+$225K	0.07%	209

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

West Michigan Advisors's MO Position: Q1 2026 in Review

West Michigan Advisors increased its Altria Group (MO) stake by 34% in Q1 2026, buying an estimated $965K and bringing the position to 58,886 shares worth $3.95M. The position accounts for 0.87% of the portfolio, ranked #26.

West Michigan Advisors first reported a position in MO in Q4 2024 and has held it in 5 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

West Michigan Advisors held 58,886 shares of Altria Group worth $3.95M as of Q1 2026.
West Michigan Advisors bought 15,003 Altria Group shares in Q1 2026, an estimated $965K.
Altria Group made up 0.87% of West Michigan Advisors's portfolio in Q1 2026, its #26 holding.
West Michigan Advisors first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.