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Whalen Wealth Management’s Altria Group MO Stock Holding History

Whalen Wealth Management’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 		$470K Hold
7,116
– – 0.25% 102
2025
Q4 		$410K Hold
7,116
– – 0.22% 134
2025
Q3 		$470K Buy
+7,116
New +$451K 0.27% 88

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

Whalen Wealth Management's MO Position: Q1 2026 in Review

Whalen Wealth Management held its Altria Group (MO) position steady in Q1 2026 at 7,116 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #102.

Whalen Wealth Management first reported a position in MO in Q3 2025 and has held it in 3 quarters since. The position peaked at $470K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Whalen Wealth Management held 7,116 shares of Altria Group worth $470K as of Q1 2026.
  • Whalen Wealth Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.25% of Whalen Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Whalen Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's Altria Group position peaked at $470K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.