Westbourne Investment Advisors’s Altria Group MO Stock Holding History

Westbourne 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 Q2	$1.16M	Hold	16,099	–	–	0.32%	47
2026 Q1	$1.06M	Hold	16,099	–	–	0.31%	48
2025 Q4	$928K	Hold	16,099	–	–	0.26%	54
2025 Q3	$1.06M	Hold	16,099	–	–	0.3%	47
2025 Q2	$944K	Hold	16,099	–	–	0.29%	52
2025 Q1	$966K	Hold	16,099	–	–	0.34%	50
2024 Q4	$842K	Hold	16,099	–	–	0.29%	53
2024 Q3	$822K	Hold	16,099	–	–	0.29%	55
2024 Q2	$733K	Hold	16,099	–	–	0.27%	54
2024 Q1	$702K	Hold	16,099	–	–	0.26%	57
2023 Q4	$649K	Hold	16,099	–	–	0.26%	59
2023 Q3	$677K	Hold	16,099	–	–	0.31%	55
2023 Q2	$729K	Hold	16,099	–	–	0.33%	56
2023 Q1	$718K	Hold	16,099	–	–	0.35%	57
2022 Q4	$736K	Hold	16,099	–	–	0.37%	54
2022 Q3	$650K	Hold	16,099	–	–	0.34%	56
2022 Q2	$672K	Hold	16,099	–	–	0.42%	49
2022 Q1	$841K	Hold	16,099	–	–	0.35%	52
2021 Q4	$763K	Buy	+16,099	New	+$738K	0.3%	56
2018 Q4	–	Sell	-1,373	Closed	-$83K	–	123
2018 Q3	$83K	Buy	+1,373	New	+$81.5K	0.06%	132

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westbourne Investment Advisors's MO Position: Q2 2026 in Review

Westbourne Investment Advisors held its Altria Group (MO) position steady in Q2 2026 at 16,099 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #47.

Westbourne Investment Advisors first reported a position in MO in Q3 2018 and has held it in 20 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Westbourne Investment Advisors held 16,099 shares of Altria Group worth $1.16M as of Q2 2026.
Westbourne Investment Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.32% of Westbourne Investment Advisors's portfolio in Q2 2026, its #47 holding.
Westbourne Investment Advisors first reported a position in Altria Group in Q3 2018 and has held it in 20 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.