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Williams Jones Wealth Management’s Altria Group MO Stock Holding History

Williams Jones 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 		$972K Buy
14,731
+1,007
+7% +$64.8K 0.01% 265
2025
Q4 		$791K Buy
13,724
+1,101
+9% +$66.5K 0.01% 290
2025
Q3 		$834K Sell
12,623
-1,721
-12% -$109K 0.01% 280
2025
Q2 		$841K Sell
14,344
-784
-5% -$46K 0.01% 277
2025
Q1 		$908K Sell
15,128
-4,189
-22% -$229K 0.01% 252
2024
Q4 		$1.01M Buy
19,317
+2,018
+12% +$107K 0.01% 254
2024
Q3 		$883K Buy
17,299
+202
+1% +$10.2K 0.01% 270
2024
Q2 		$779K Buy
17,097
+148
+0.9% +$6.57K 0.01% 286
2024
Q1 		$739K Sell
16,949
-1,126
-6% -$46.7K 0.01% 295
2023
Q4 		$729K Sell
18,075
-33,797
-65% -$1.4M 0.01% 289
2023
Q3 		$2.18M Sell
51,872
-1,806
-3% -$79.8K 0.03% 186
2023
Q2 		$2.43M Sell
53,678
-3,477
-6% -$157K 0.04% 182
2023
Q1 		$2.55M Sell
57,155
-432
-0.8% -$19.9K 0.04% 181
2022
Q4 		$2.63M Sell
57,587
-935
-2% -$42.4K 0.04% 178
2022
Q3 		$2.36M Buy
58,522
+1,114
+2% +$48.6K 0.04% 190
2022
Q2 		$2.4M Buy
57,408
+34,184
+147% +$1.77M 0.04% 194
2022
Q1 		$1.21M Buy
23,224
+859
+4% +$43.8K 0.02% 246
2021
Q4 		$1.06M Sell
22,365
-309
-1% -$14.2K 0.01% 255
2021
Q3 		$1.03M Buy
22,674
+1,127
+5% +$54.4K 0.01% 244
2021
Q2 		$1.03M Buy
21,547
+986
+5% +$48.4K 0.01% 245
2021
Q1 		$1.05M Buy
20,561
+822
+4% +$36.8K 0.02% 240
2020
Q4 		$809K Buy
19,739
+2,810
+17% +$113K 0.01% 239
2020
Q3 		$654K Buy
16,929
+642
+4% +$26.7K 0.01% 234
2020
Q2 		$639K Buy
16,287
+262
+2% +$10.2K 0.01% 234
2020
Q1 		$620K Buy
16,025
+2,499
+18% +$111K 0.02% 210
2019
Q4 		$675K Sell
13,526
-5,782
-30% -$273K 0.01% 243
2019
Q3 		$790K Buy
+19,308
New +$888K 0.02% 221

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

Williams Jones Wealth Management's MO Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Altria Group (MO) stake by 7.3% in Q1 2026, buying an estimated $64.8K and bringing the position to 14,731 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #265.

Williams Jones Wealth Management first reported a position in MO in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.63M in Q4 2022. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Williams Jones Wealth Management held 14,731 shares of Altria Group worth $972K as of Q1 2026.
  • Williams Jones Wealth Management bought 1,007 Altria Group shares in Q1 2026, an estimated $64.8K.
  • Altria Group made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #265 holding.
  • Williams Jones Wealth Management first reported a position in Altria Group in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Altria Group position peaked at $2.63M in Q4 2022.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.