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49 Wealth Management’s Altria Group MO Stock Holding History

49 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 		$420K Sell
5,840
-4,136
-41% -$289K 0.08% 112
2026
Q1 		$658K Sell
9,976
-1,083
-10% -$69.7K 0.05% 96
2025
Q4 		$638K Buy
11,059
+1,440
+15% +$86.9K 0.05% 91
2025
Q3 		$635K Buy
+9,619
New +$609K 0.06% 79

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

49 Wealth Management reduced its Altria Group (MO) stake by 41% in Q2 2026, selling an estimated $289K and leaving 5,840 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #112.

49 Wealth Management first reported a position in MO in Q3 2025 and has held it in 4 quarters since. The position peaked at $658K in Q1 2026. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • 49 Wealth Management held 5,840 shares of Altria Group worth $420K as of Q2 2026.
  • 49 Wealth Management sold 4,136 Altria Group shares in Q2 2026, an estimated $289K.
  • Altria Group made up 0.08% of 49 Wealth Management's portfolio in Q2 2026, its #112 holding.
  • 49 Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 49 Wealth Management's Altria Group position peaked at $658K in Q1 2026.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.