AWM
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Accurate Wealth Management’s Altria Group MO Stock Holding History

Accurate 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 		$4.08M Buy
56,808
+1,977
+4% +$138K 0.39% 54
2026
Q1 		$3.69M Sell
54,831
-1,094
-2% -$70.4K 0.44% 42
2025
Q4 		$3.22M Buy
55,925
+1,843
+3% +$111K 0.41% 51
2025
Q3 		$3.54M Sell
54,082
-6,662
-11% -$422K 0.47% 40
2025
Q2 		$3.56M Sell
60,744
-4,540
-7% -$267K 0.54% 35
2025
Q1 		$3.7M Sell
65,284
-1,957
-3% -$107K 0.71% 25
2024
Q4 		$3.42M Sell
67,241
-10,317
-13% -$550K 0.66% 28
2024
Q3 		$3.87M Sell
77,558
-35,210
-31% -$1.78M 0.78% 24
2024
Q2 		$5.38M Buy
112,768
+34,285
+44% +$1.52M 1.29% 13
2024
Q1 		$3.3M Buy
78,483
+30,080
+62% +$1.25M 0.96% 27
2023
Q4 		$2.01M Sell
48,403
-1,104
-2% -$45.7K 0.63% 46
2023
Q3 		$2.14M Buy
49,507
+7,272
+17% +$321K 0.67% 47
2023
Q2 		$1.92M Buy
42,235
+7,377
+21% +$334K 0.6% 46
2023
Q1 		$1.55M Buy
34,858
+13,062
+60% +$600K 0.53% 50
2022
Q4 		$1M Buy
21,796
+10,253
+89% +$464K 0.37% 61
2022
Q3 		$566K Buy
11,543
+48
+0.4% +$2.09K 0.24% 82
2022
Q2 		$480K Buy
11,495
+725
+7% +$37.5K 0.26% 80
2022
Q1 		$563K Buy
10,770
+2,526
+31% +$129K 0.25% 82
2021
Q4 		$454K Sell
8,244
-222
-3% -$10.2K 0.37% 75
2021
Q3 		$452K Buy
8,466
+1,699
+25% +$82.1K 0.39% 73
2021
Q2 		$323K Buy
+6,767
New +$332K 0.28% 88

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Accurate Wealth Management increased its Altria Group (MO) stake by 3.6% in Q2 2026, buying an estimated $138K and bringing the position to 56,808 shares worth $4.08M. The position accounts for 0.39% of the portfolio, ranked #54.

Accurate Wealth Management first reported a position in MO in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.38M in Q2 2024. 921 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Accurate Wealth Management held 56,808 shares of Altria Group worth $4.08M as of Q2 2026.
  • Accurate Wealth Management bought 1,977 Altria Group shares in Q2 2026, an estimated $138K.
  • Altria Group made up 0.39% of Accurate Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Accurate Wealth Management first reported a position in Altria Group in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Altria Group position peaked at $5.38M in Q2 2024.
  • 921 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.