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Abound Wealth Management’s Altria Group MO Stock Holding History

Abound 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 		$11.7K Sell
163
-175
-52% -$12.2K ﹤0.01% 450
2026
Q1 		$22.3K Buy
338
+26
+8% +$1.67K 0.01% 377
2025
Q4 		$18K Buy
312
+10
+3% +$604 ﹤0.01% 387
2025
Q3 		$19.9K Sell
302
-6,012
-95% -$381K 0.01% 360
2025
Q2 		$370K Buy
6,314
+6,229
+7,328% +$366K 0.1% 51
2025
Q1 		$5.12K Sell
85
-6
-7% -$328 ﹤0.01% 528
2024
Q4 		$4.75K Sell
91
-23
-20% -$1.23K ﹤0.01% 538
2024
Q3 		$5.83K Buy
114
+56
+97% +$2.83K ﹤0.01% 519
2024
Q2 		$2.66K Sell
58
-141
-71% -$6.25K ﹤0.01% 617
2024
Q1 		$8.66K Buy
199
+82
+70% +$3.4K ﹤0.01% 402
2023
Q4 		$4.7K Sell
117
-55
-32% -$2.27K ﹤0.01% 520
2023
Q3 		$7.22K Buy
172
+10
+6% +$442 ﹤0.01% 393
2023
Q2 		$7.35K Buy
162
+159
+5,300% +$7.2K ﹤0.01% 398
2023
Q1 		$147 Hold
3
– – ﹤0.01% 700
2022
Q4 		$151 Sell
3
-149
-98% -$6.75K ﹤0.01% 701
2022
Q3 		$6.14K Buy
+152
New +$6.63K ﹤0.01% 339

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

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

Abound Wealth Management reduced its Altria Group (MO) stake by 52% in Q2 2026, selling an estimated $12.2K and leaving 163 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Abound Wealth Management first reported a position in MO in Q3 2022 and has held it in 16 quarters since. The position peaked at $370K in Q2 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Abound Wealth Management held 163 shares of Altria Group worth $11.7K as of Q2 2026.
  • Abound Wealth Management sold 175 Altria Group shares in Q2 2026, an estimated $12.2K.
  • Altria Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Abound Wealth Management first reported a position in Altria Group in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Altria Group position peaked at $370K in Q2 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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