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Widmann Financial Services’s Altria Group MO Stock Holding History

Widmann Financial Services’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 		$1.27M Buy
19,312
+1,007
+6% +$64.8K 0.76% 39
2025
Q4 		$1.06M Sell
18,305
-549
-3% -$33.1K 0.65% 41
2025
Q3 		$1.25M Sell
18,854
-143
-0.8% -$9.06K 0.78% 36
2025
Q2 		$1.11M Sell
18,997
-83
-0.4% -$4.87K 0.78% 38
2025
Q1 		$1.15M Buy
19,080
+189
+1% +$10.3K 0.89% 33
2024
Q4 		$988K Buy
18,891
+330
+2% +$17.6K 0.76% 43
2024
Q3 		$947K Buy
18,561
+213
+1% +$10.8K 0.72% 44
2024
Q2 		$836K Sell
18,348
-192
-1% -$8.52K 0.68% 46
2024
Q1 		$809K Sell
18,540
-188
-1% -$7.79K 0.68% 48
2023
Q4 		$755K Sell
18,728
-934
-5% -$38.6K 0.68% 47
2023
Q3 		$827K Sell
19,662
-71
-0.4% -$3.14K 0.82% 41
2023
Q2 		$894K Sell
19,733
-334
-2% -$15.1K 0.86% 40
2023
Q1 		$895K Sell
20,067
-389
-2% -$17.9K 0.9% 39
2022
Q4 		$935K Buy
20,456
+17
+0.1% +$770 0.98% 36
2022
Q3 		$825K Buy
20,439
+404
+2% +$17.6K 0.91% 39
2022
Q2 		$836K Buy
20,035
+164
+0.8% +$8.49K 0.87% 42
2022
Q1 		$1.04M Buy
19,871
+216
+1% +$11K 0.92% 36
2021
Q4 		$931K Buy
+19,655
New +$901K 0.77% 40

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

Widmann Financial Services's MO Position: Q1 2026 in Review

Widmann Financial Services increased its Altria Group (MO) stake by 5.5% in Q1 2026, buying an estimated $64.8K and bringing the position to 19,312 shares worth $1.27M. The position accounts for 0.76% of the portfolio, ranked #39.

Widmann Financial Services first reported a position in MO in Q4 2021 and has held it in 18 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Widmann Financial Services held 19,312 shares of Altria Group worth $1.27M as of Q1 2026.
  • Widmann Financial Services bought 1,007 Altria Group shares in Q1 2026, an estimated $64.8K.
  • Altria Group made up 0.76% of Widmann Financial Services's portfolio in Q1 2026, its #39 holding.
  • Widmann Financial Services first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.