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Aaron Wealth Advisors’s Altria Group MO Stock Holding History

Aaron Wealth Advisors’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 		$719K Sell
9,988
-1,302
-12% -$90.9K 0.04% 329
2026
Q1 		$745K Sell
11,290
-458
-4% -$29.5K 0.04% 293
2025
Q4 		$677K Sell
11,748
-6,459
-35% -$390K 0.04% 349
2025
Q3 		$1.2M Buy
18,207
+9,360
+106% +$593K 0.07% 193
2025
Q2 		$519K Buy
8,847
+1,032
+13% +$60.6K 0.05% 222
2025
Q1 		$469K Buy
7,815
+1,308
+20% +$71.4K 0.05% 227
2024
Q4 		$340K Buy
6,507
+826
+15% +$44K 0.04% 291
2024
Q3 		$290K Buy
+5,681
New +$287K 0.03% 313
2023
Q3 		– Sell
-22,833
Closed -$1.03M – 270
2023
Q2 		$1.03M Sell
22,833
-644
-3% -$29.2K 0.13% 94
2023
Q1 		$1.05M Buy
23,477
+11,169
+91% +$513K 0.14% 92
2022
Q4 		$563K Buy
12,308
+1,396
+13% +$63.2K 0.08% 140
2022
Q3 		$441K Buy
+10,912
New +$476K 0.08% 123
2022
Q2 		– Sell
-627
Closed -$32.8K – 583
2022
Q1 		$32.8K Buy
+627
New +$31.9K 0.01% 529

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

Aaron Wealth Advisors's MO Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $90.9K and leaving 9,988 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #329.

Aaron Wealth Advisors first reported a position in MO in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aaron Wealth Advisors held 9,988 shares of Altria Group worth $719K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,302 Altria Group shares in Q2 2026, an estimated $90.9K.
  • Altria Group made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #329 holding.
  • Aaron Wealth Advisors first reported a position in Altria Group in Q1 2022 and has held it in 13 quarters since.
  • Aaron Wealth Advisors's Altria Group position peaked at $1.2M in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.