XWM
MO icon

Xcel Wealth Management’s Altria Group MO Stock Holding History

Xcel 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 		$792K Buy
12,004
+2,429
+25% +$156K 0.22% 78
2025
Q4 		$552K Buy
9,575
+553
+6% +$33.4K 0.14% 95
2025
Q3 		$596K Buy
9,022
+1,554
+21% +$98.5K 0.15% 91
2025
Q2 		$438K Buy
7,468
+2,784
+59% +$164K 0.12% 98
2025
Q1 		$281K Buy
4,684
+100
+2% +$5.46K 0.09% 116
2024
Q4 		$240K Buy
4,584
+16
+0.4% +$852 0.07% 121
2024
Q3 		$233K Buy
+4,568
New +$231K 0.07% 118
2023
Q3 		– Sell
-9,638
Closed -$437K – 123
2023
Q2 		$437K Sell
9,638
-50
-0.5% -$2.27K 0.14% 94
2023
Q1 		$432K Buy
9,688
+1,025
+12% +$47.1K 0.15% 92
2022
Q4 		$396K Hold
8,663
– – 0.16% 88
2022
Q3 		$350K Buy
8,663
+300
+4% +$13.1K 0.13% 95
2022
Q2 		$349K Buy
8,363
+1,859
+29% +$96.3K 0.13% 93
2022
Q1 		$340K Buy
6,504
+1,095
+20% +$55.8K 0.09% 116
2021
Q4 		$256K Buy
+5,409
New +$248K 0.07% 131

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

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

Xcel Wealth Management increased its Altria Group (MO) stake by 25% in Q1 2026, buying an estimated $156K and bringing the position to 12,004 shares worth $792K. The position accounts for 0.22% of the portfolio, ranked #78.

Xcel Wealth Management first reported a position in MO in Q4 2021 and has held it in 14 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Xcel Wealth Management held 12,004 shares of Altria Group worth $792K as of Q1 2026.
  • Xcel Wealth Management bought 2,429 Altria Group shares in Q1 2026, an estimated $156K.
  • Altria Group made up 0.22% of Xcel Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Xcel Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 14 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.