YWM
MO icon

Yoder Wealth Management’s Altria Group MO Stock Holding History

Yoder 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 		$217K Buy
+3,284
New +$211K 0.1% 117
2025
Q4 		– Sell
-3,284
Closed -$217K – 121
2025
Q3 		$217K Sell
3,284
-150
-4% -$9.5K 0.1% 111
2025
Q2 		$201K Hold
3,434
– – 0.1% 110
2025
Q1 		$206K Buy
+3,434
New +$187K 0.12% 107

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

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

Yoder Wealth Management opened a new position in Altria Group (MO) in Q1 2026: 3,284 shares worth $217K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings. This is a return to the name: Yoder Wealth Management previously reported a position in MO as recently as Q3 2025.

Yoder Wealth Management first reported a position in MO in Q1 2025 and has held it in 4 quarters since. The position peaked at $217K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Yoder Wealth Management held 3,284 shares of Altria Group worth $217K as of Q1 2026.
  • Altria Group was a new Yoder Wealth Management position in Q1 2026.
  • Altria Group made up 0.1% of Yoder Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Yoder Wealth Management first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • Yoder Wealth Management's Altria Group position peaked at $217K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.