44 Wealth Management’s Altria Group MO Stock Holding History

44 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 Q2	$975K	Buy	13,546 +83	+0.6%	+$5.79K	0.32%	101
2026 Q1	$888K	Buy	13,463 +97	+0.7%	+$6.24K	0.31%	107
2025 Q4	$771K	Buy	13,366 +43	+0.3%	+$2.6K	0.26%	111
2025 Q3	$880K	Buy	13,323 +45	+0.3%	+$2.85K	0.3%	108
2025 Q2	$778K	Buy	13,278 +44	+0.3%	+$2.58K	0.28%	114
2025 Q1	$794K	Buy	13,234 +49	+0.4%	+$2.67K	0.3%	102
2024 Q4	$689K	Hold	13,185	–	–	0.27%	107
2024 Q3	$657K	Buy	+13,185	New	+$666K	0.23%	118
2023 Q2	$584K	Buy	12,883 +43	+0.3%	+$1.95K	0.2%	99
2023 Q1	$573K	Sell	12,840 -4,437	-26%	-$204K	0.19%	98
2022 Q4	$790K	Sell	17,277 -4,431	-20%	-$201K	0.27%	87
2022 Q3	$877K	Buy	21,708 +8,905	+70%	+$388K	0.36%	74
2022 Q2	$535K	Buy	12,803 +50	+0.4%	+$2.59K	0.21%	99
2022 Q1	$666K	Hold	12,753	–	–	0.24%	96
2021 Q4	$604K	Hold	12,753	–	–	0.21%	97
2021 Q3	$581K	Hold	12,753	–	–	0.22%	97
2021 Q2	$608K	Sell	12,753 -15,296	-55%	-$752K	0.23%	94
2021 Q1	$1.44M	Buy	28,049 +175	+0.6%	+$7.84K	0.6%	45
2020 Q4	$1.14M	Buy	+27,874	New	+$1.12M	0.52%	43

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

44 Wealth Management's MO Position: Q2 2026 in Review

44 Wealth Management increased its Altria Group (MO) stake by 0.62% in Q2 2026, buying an estimated $5.79K and bringing the position to 13,546 shares worth $975K. The position accounts for 0.32% of the portfolio, ranked #101.

44 Wealth Management first reported a position in MO in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2021. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

44 Wealth Management held 13,546 shares of Altria Group worth $975K as of Q2 2026.
44 Wealth Management bought 83 Altria Group shares in Q2 2026, an estimated $5.79K.
Altria Group made up 0.32% of 44 Wealth Management's portfolio in Q2 2026, its #101 holding.
44 Wealth Management first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
44 Wealth Management's Altria Group position peaked at $1.44M in Q1 2021.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.