AWM
MO icon

Angeles Wealth Management’s Altria Group MO Stock Holding History

Angeles 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 		$821K Buy
11,239
+146
+1% +$10.2K 0.04% 183
2026
Q1 		$744K Buy
11,093
+1,257
+13% +$80.9K 0.04% 171
2025
Q4 		$578K Sell
9,836
-164
-2% -$9.9K 0.03% 186
2025
Q3 		$661K Buy
10,000
+58
+0.6% +$3.67K 0.04% 157
2025
Q2 		$583K Sell
9,942
-184
-2% -$10.8K 0.04% 163
2025
Q1 		$608K Buy
10,126
+1,017
+11% +$55.5K 0.05% 128
2024
Q4 		$476K Sell
9,109
-52
-0.6% -$2.77K 0.04% 148
2024
Q3 		$468K Buy
9,161
+1,186
+15% +$59.9K 0.04% 138
2024
Q2 		$363K Buy
7,975
+342
+4% +$15.2K 0.03% 154
2024
Q1 		$333K Buy
+7,633
New +$316K 0.03% 161
2023
Q4 		– Sell
-6,329
Closed -$266K – 268
2023
Q3 		$266K Buy
6,329
+1,784
+39% +$78.8K 0.04% 141
2023
Q2 		$206K Sell
4,545
-34
-0.7% -$1.54K 0.03% 174
2023
Q1 		$204K Buy
4,579
+30
+0.7% +$1.38K 0.03% 168
2022
Q4 		$208K Buy
+4,549
New +$206K 0.04% 164
2022
Q2 		– Sell
-4,616
Closed -$241K – 209
2022
Q1 		$241K Buy
+4,616
New +$235K 0.05% 150

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

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

Angeles Wealth Management increased its Altria Group (MO) stake by 1.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 11,239 shares worth $821K. The position accounts for 0.04% of the portfolio, ranked #183.

Angeles Wealth Management first reported a position in MO in Q1 2022 and has held it in 15 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Angeles Wealth Management held 11,239 shares of Altria Group worth $821K as of Q2 2026.
  • Angeles Wealth Management bought 146 Altria Group shares in Q2 2026, an estimated $10.2K.
  • Altria Group made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Angeles Wealth Management first reported a position in Altria Group in Q1 2022 and has held it in 15 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.