Winnow Wealth’s Altria Group MO Stock Holding History

Winnow Wealth’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	$1.17M	Sell	17,677 -745	-4%	-$47.9K	0.9%	21
2025 Q4	$1.07M	Buy	18,422 +393	+2%	+$23.7K	0.79%	26
2025 Q3	$1.21M	Buy	18,029 +17,429	+2,905%	+$1.1M	0.95%	19
2025 Q2	$35.2K	Sell	600 -18,401	-97%	-$1.08M	0.03%	95
2025 Q1	$1.14M	Buy	19,001 +1,068	+6%	+$58.3K	1.05%	12
2024 Q4	$927K	Buy	+17,933	New	+$955K	0.92%	22

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winnow Wealth's MO Position: Q1 2026 in Review

Winnow Wealth reduced its Altria Group (MO) stake by 4% in Q1 2026, selling an estimated $47.9K and leaving 17,677 shares worth $1.17M. The position accounts for 0.9% of the portfolio, ranked #21.

Winnow Wealth first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Winnow Wealth held 17,677 shares of Altria Group worth $1.17M as of Q1 2026.
Winnow Wealth sold 745 Altria Group shares in Q1 2026, an estimated $47.9K.
Altria Group made up 0.9% of Winnow Wealth's portfolio in Q1 2026, its #21 holding.
Winnow Wealth first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's Altria Group position peaked at $1.21M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.