Altus Wealth Group’s Altria Group MO Stock Holding History

Altus Wealth Group’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	$271K	Buy	3,762 +66	+2%	+$4.61K	0.1%	121
2026 Q1	$244K	Hold	3,696	–	–	0.1%	122
2025 Q4	$213K	Buy	3,696 +8	+0.2%	+$483	0.09%	129
2025 Q3	$244K	Hold	3,688	–	–	0.1%	120
2025 Q2	$216K	Buy	3,688 +118	+3%	+$6.93K	0.1%	128
2025 Q1	$214K	Buy	+3,570	New	+$195K	0.1%	125
2021 Q1	–	Sell	-922	Closed	-$38K	–	542
2020 Q4	$38K	Buy	+922	New	+$37K	0.04%	257

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Altus Wealth Group's MO Position: Q2 2026 in Review

Altus Wealth Group increased its Altria Group (MO) stake by 1.8% in Q2 2026, buying an estimated $4.61K and bringing the position to 3,762 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #121.

Altus Wealth Group first reported a position in MO in Q4 2020 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Altus Wealth Group held 3,762 shares of Altria Group worth $271K as of Q2 2026.
Altus Wealth Group bought 66 Altria Group shares in Q2 2026, an estimated $4.61K.
Altria Group made up 0.1% of Altus Wealth Group's portfolio in Q2 2026, its #121 holding.
Altus Wealth Group first reported a position in Altria Group in Q4 2020 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.