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Alteri Wealth’s Altria Group MO Stock Holding History

Alteri Wealth’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 		$397K Buy
5,520
+587
+12% +$41K 0.11% 198
2026
Q1 		$326K Sell
4,933
-88
-2% -$5.66K 0.11% 215
2025
Q4 		$290K Buy
5,021
+531
+12% +$32.1K 0.09% 231
2025
Q3 		$297K Buy
4,490
+92
+2% +$5.83K 0.1% 221
2025
Q2 		$258K Buy
4,398
+28
+0.6% +$1.64K 0.1% 220
2025
Q1 		$262K Buy
4,370
+200
+5% +$10.9K 0.12% 204
2024
Q4 		$218K Buy
+4,170
New +$222K 0.06% 228

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

Alteri Wealth's MO Position: Q2 2026 in Review

Alteri Wealth increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $41K and bringing the position to 5,520 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #198.

Alteri Wealth first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Alteri Wealth held 5,520 shares of Altria Group worth $397K as of Q2 2026.
  • Alteri Wealth bought 587 Altria Group shares in Q2 2026, an estimated $41K.
  • Altria Group made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #198 holding.
  • Alteri Wealth first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.