AWM
MO icon

Ariadne Wealth Management’s Altria Group MO Stock Holding History

Ariadne 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 		$876K Buy
12,178
+1,160
+11% +$81K 0.39% 63
2026
Q1 		$740K Buy
11,018
+293
+3% +$18.9K 0.33% 70
2025
Q4 		$719K Sell
10,725
-673
-6% -$40.6K 0.3% 74
2025
Q3 		$659K Buy
11,398
+586
+5% +$37.1K 0.3% 76
2025
Q2 		$708K Sell
10,812
-212
-2% -$12.4K 0.34% 63
2025
Q1 		$655K Buy
11,024
+50
+0.5% +$2.73K 0.34% 62
2024
Q4 		$591K Buy
10,974
+4,220
+62% +$225K 0.27% 75
2024
Q3 		$362K Buy
+6,754
New +$341K 0.2% 104

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

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

Ariadne Wealth Management increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $81K and bringing the position to 12,178 shares worth $876K. The position accounts for 0.39% of the portfolio, ranked #63.

Ariadne Wealth Management first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Ariadne Wealth Management held 12,178 shares of Altria Group worth $876K as of Q2 2026.
  • Ariadne Wealth Management bought 1,160 Altria Group shares in Q2 2026, an estimated $81K.
  • Altria Group made up 0.39% of Ariadne Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Ariadne Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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