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WestEnd Advisors’s Altria Group MO Stock Holding History

WestEnd 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 		$4.75K Hold
72
– – ﹤0.01% 105
2025
Q4 		$4.15K Buy
72
+3
+4% +$181 ﹤0.01% 113
2025
Q3 		$4.56K Buy
69
+8
+13% +$507 ﹤0.01% 98
2025
Q2 		$3.58K Sell
61
-2
-3% -$117 ﹤0.01% 119
2025
Q1 		$3.78K Buy
63
+43
+215% +$2.35K ﹤0.01% 115
2024
Q4 		$1.05K Buy
20
+1
+5% +$53 ﹤0.01% 133
2024
Q3 		$970 Buy
19
+4
+27% +$202 ﹤0.01% 128
2024
Q2 		$683 Hold
15
– – ﹤0.01% 141
2024
Q1 		$654 Sell
15
-14
-48% -$580 ﹤0.01% 135
2023
Q4 		$1.17K Buy
29
+2
+7% +$83 ﹤0.01% 113
2023
Q3 		$1.14K Buy
+27
New +$1.19K ﹤0.01% 103
2023
Q1 		– Sell
-22
Closed -$1.01K – 98
2022
Q4 		$1.01K Buy
22
+4
+22% +$181 ﹤0.01% 101
2022
Q3 		$1K Buy
+18
New +$785 ﹤0.01% 121

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

WestEnd Advisors's MO Position: Q1 2026 in Review

WestEnd Advisors held its Altria Group (MO) position steady in Q1 2026 at 72 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

WestEnd Advisors first reported a position in MO in Q3 2022 and has held it in 13 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • WestEnd Advisors held 72 shares of Altria Group worth $4.75K as of Q1 2026.
  • WestEnd Advisors left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #105 holding.
  • WestEnd Advisors first reported a position in Altria Group in Q3 2022 and has held it in 13 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.