Aberdeen Wealth Management’s Altria Group MO Stock Holding History

Aberdeen 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	$308K	Sell	4,285 -1,200	-22%	-$83.8K	0.15%	95
2026 Q1	$362K	Hold	5,485	–	–	0.17%	108
2025 Q4	$316K	Sell	5,485 -200	-4%	-$12.1K	0.15%	117
2025 Q3	$376K	Hold	5,685	–	–	0.24%	103
2025 Q2	$333K	Hold	5,685	–	–	0.22%	111
2025 Q1	$341K	Hold	5,685	–	–	0.24%	106
2024 Q4	$297K	Sell	5,685 -100	-2%	-$5.33K	0.2%	113
2024 Q3	$295K	Hold	5,785	–	–	0.19%	121
2024 Q2	$264K	Hold	5,785	–	–	0.18%	131
2024 Q1	$252K	Hold	5,785	–	–	0.15%	136
2023 Q4	$233K	Hold	5,785	–	–	0.17%	134
2023 Q3	$243K	Hold	5,785	–	–	0.18%	126
2023 Q2	$262K	Hold	5,785	–	–	0.19%	124
2023 Q1	$258K	Hold	5,785	–	–	0.19%	126
2022 Q4	$264K	Hold	5,785	–	–	0.2%	124
2022 Q3	$234K	Hold	5,785	–	–	0.21%	125
2022 Q2	$242K	Hold	5,785	–	–	0.19%	127
2022 Q1	$302K	Hold	5,785	–	–	0.21%	123
2021 Q4	$274K	Sell	5,785 -65	-1%	-$2.98K	0.18%	120
2021 Q3	$266K	Sell	5,850 -300	-5%	-$14.5K	0.26%	108
2021 Q2	$293K	Hold	6,150	–	–	0.27%	111
2021 Q1	$315K	Sell	6,150 -235	-4%	-$10.5K	0.25%	112
2020 Q4	$262K	Buy	6,385 +235	+4%	+$9.44K	0.2%	120
2020 Q3	$238K	Sell	6,150 -729	-11%	-$30.3K	0.23%	112
2020 Q2	$270K	Buy	6,879 +404	+6%	+$15.8K	0.29%	99
2020 Q1	$250K	Hold	6,475	–	–	0.3%	99
2019 Q4	$323K	Buy	+6,475	New	+$305K	0.24%	105

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

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

Aberdeen Wealth Management reduced its Altria Group (MO) stake by 22% in Q2 2026, selling an estimated $83.8K and leaving 4,285 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #95.

Aberdeen Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $376K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Aberdeen Wealth Management held 4,285 shares of Altria Group worth $308K as of Q2 2026.
Aberdeen Wealth Management sold 1,200 Altria Group shares in Q2 2026, an estimated $83.8K.
Altria Group made up 0.15% of Aberdeen Wealth Management's portfolio in Q2 2026, its #95 holding.
Aberdeen Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's Altria Group position peaked at $376K in Q3 2025.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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