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

Adams 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 		$403K Buy
5,602
+758
+16% +$52.9K 0.08% 115
2026
Q1 		$320K Buy
4,844
+530
+12% +$34.1K 0.07% 122
2025
Q4 		$249K Buy
4,314
+369
+9% +$22.3K 0.05% 153
2025
Q3 		$261K Sell
3,945
-718
-15% -$45.5K 0.06% 150
2025
Q2 		$273K Buy
+4,663
New +$274K 0.05% 140
2020
Q4 		– Sell
-2,480
Closed -$96K – 233
2020
Q3 		$96K Buy
+2,480
New +$103K 0.07% 88

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

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

Adams Wealth Management increased its Altria Group (MO) stake by 16% in Q2 2026, buying an estimated $52.9K and bringing the position to 5,602 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #115.

Adams Wealth Management first reported a position in MO in Q3 2020 and has held it in 6 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Adams Wealth Management held 5,602 shares of Altria Group worth $403K as of Q2 2026.
  • Adams Wealth Management bought 758 Altria Group shares in Q2 2026, an estimated $52.9K.
  • Altria Group made up 0.08% of Adams Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Adams Wealth Management first reported a position in Altria Group in Q3 2020 and has held it in 6 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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