Wiser Advisor Group’s Altria Group MO Stock Holding History

Wiser Advisor Group’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	$16.4K	Buy	248 +4	+2%	+$257	0.02%	142
2025 Q4	$14.1K	Buy	244 +4	+2%	+$242	0.02%	152
2025 Q3	$15.9K	Buy	+240	New	+$15.2K	0.02%	151
2025 Q2	–	Sell	-232	Closed	-$13.9K	–	173
2025 Q1	$13.9K	Buy	232 +5	+2%	+$273	0.02%	164
2024 Q4	$11.9K	Buy	227 +4	+2%	+$213	0.02%	173
2024 Q3	$11.4K	Sell	223 -82	-27%	-$4.14K	0.02%	178
2024 Q2	$13.9K	Buy	305 +8	+3%	+$355	0.02%	171
2024 Q1	$13K	Buy	297 +6	+2%	+$249	0.02%	171
2023 Q4	$11.7K	Buy	+291	New	+$12K	0.02%	175

Other funds holding MO

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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