AWM
MO icon

Activest Wealth Management’s Altria Group MO Stock Holding History

Activest 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 		$22.4K Sell
312
-850
-73% -$59.3K ﹤0.01% 427
2026
Q1 		$76.7K Sell
1,162
-266
-19% -$17.1K 0.01% 269
2025
Q4 		$82.3K Sell
1,428
-116
-8% -$7K 0.02% 240
2025
Q3 		$102K Buy
1,544
+35
+2% +$2.22K 0.02% 180
2025
Q2 		$88.4K Buy
1,509
+5
+0.3% +$294 0.02% 151
2025
Q1 		$90.3K Buy
1,504
+303
+25% +$16.5K 0.02% 142
2024
Q4 		$62.8K Buy
1,201
+8
+0.7% +$426 0.02% 154
2024
Q3 		$60.9K Buy
1,193
+4
+0.3% +$202 0.02% 154
2024
Q2 		$54.1K Buy
1,189
+5
+0.4% +$222 0.02% 159
2024
Q1 		$51.7K Buy
1,184
+984
+492% +$40.8K 0.02% 112
2023
Q4 		$8.05K Buy
200
+5
+3% +$207 ﹤0.01% 207
2023
Q3 		$8.2K Buy
195
+4
+2% +$177 0.01% 190
2023
Q2 		$9.38K Buy
191
+4
+2% +$181 0.01% 183
2023
Q1 		$8.34K Sell
187
-97
-34% -$4.46K 0.01% 173
2022
Q4 		$13K Buy
284
+14
+5% +$634 ﹤0.01% 293
2022
Q3 		$11K Buy
270
+104
+63% +$4.54K ﹤0.01% 304
2022
Q2 		$7K Buy
166
+2
+1% +$104 ﹤0.01% 232
2022
Q1 		$9K Buy
164
+3
+2% +$153 0.01% 215
2021
Q4 		$8K Buy
161
+3
+2% +$137 ﹤0.01% 224
2021
Q3 		$7K Buy
158
+3
+2% +$145 ﹤0.01% 258
2021
Q2 		$7K Hold
155
– – 0.01% 233
2021
Q1 		$8K Buy
+155
New +$6.95K 0.01% 209

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Activest Wealth Management reduced its Altria Group (MO) stake by 73% in Q2 2026, selling an estimated $59.3K and leaving 312 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Activest Wealth Management first reported a position in MO in Q1 2021 and has held it in 22 quarters since. The position peaked at $102K in Q3 2025. 1,137 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Activest Wealth Management held 312 shares of Altria Group worth $22.4K as of Q2 2026.
  • Activest Wealth Management sold 850 Altria Group shares in Q2 2026, an estimated $59.3K.
  • Altria Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Activest Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's Altria Group position peaked at $102K in Q3 2025.
  • 1,137 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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