AWM
MO icon

Aprio Wealth Management’s Altria Group MO Stock Holding History

Aprio 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 		$1.95M Buy
27,111
+1,988
+8% +$139K 0.1% 149
2026
Q1 		$1.66M Sell
25,123
-1,475
-6% -$94.9K 0.09% 143
2025
Q4 		$1.53M Buy
26,598
+637
+2% +$38.5K 0.09% 147
2025
Q3 		$1.71M Buy
25,961
+975
+4% +$61.8K 0.17% 84
2025
Q2 		$1.46M Buy
24,986
+2,837
+13% +$167K 0.17% 84
2025
Q1 		$1.33M Buy
22,149
+5,782
+35% +$316K 0.17% 84
2024
Q4 		$856K Buy
16,367
+3,845
+31% +$205K 0.12% 95
2024
Q3 		$639K Buy
12,522
+1,761
+16% +$89K 0.1% 107
2024
Q2 		$490K Buy
10,761
+4,358
+68% +$193K 0.09% 110
2024
Q1 		$279K Buy
+6,403
New +$265K 0.05% 169
2023
Q3 		– Sell
-5,428
Closed -$246K – 192
2023
Q2 		$246K Buy
+5,428
New +$246K 0.07% 132
2022
Q3 		– Sell
-5,077
Closed -$212K – 119
2022
Q2 		$212K Buy
+5,077
New +$263K 0.08% 95

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Aprio Wealth Management increased its Altria Group (MO) stake by 7.9% in Q2 2026, buying an estimated $139K and bringing the position to 27,111 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #149.

Aprio Wealth Management first reported a position in MO in Q2 2022 and has held it in 12 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aprio Wealth Management held 27,111 shares of Altria Group worth $1.95M as of Q2 2026.
  • Aprio Wealth Management bought 1,988 Altria Group shares in Q2 2026, an estimated $139K.
  • Altria Group made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Aprio Wealth Management first reported a position in Altria Group in Q2 2022 and has held it in 12 quarters since.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.