Aries Wealth Management’s Altria Group MO Stock Holding History

Aries 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	$257K	Hold	3,570	–	–	0.05%	213
2026 Q1	$236K	Hold	3,570	–	–	0.05%	209
2025 Q4	$206K	Hold	3,570	–	–	0.05%	222
2025 Q3	$236K	Hold	3,570	–	–	0.06%	208
2025 Q2	$209K	Sell	3,570 -400	-10%	-$23.5K	0.05%	210
2025 Q1	$238K	Hold	3,970	–	–	0.06%	203
2024 Q4	$208K	Hold	3,970	–	–	0.06%	213
2024 Q3	$203K	Buy	+3,970	New	+$201K	0.06%	221
2023 Q3	–	Sell	-4,460	Closed	-$202K	–	204
2023 Q2	$202K	Buy	+4,460	New	+$202K	0.08%	192
2021 Q2	–	Sell	-4,000	Closed	-$205K	–	186
2021 Q1	$205K	Buy	+4,000	New	+$179K	0.09%	167
2020 Q1	–	Sell	-4,500	Closed	-$224K	–	145
2019 Q4	$224K	Buy	+4,500	New	+$212K	0.14%	140
2019 Q3	–	Sell	-5,500	Closed	-$268K	–	164
2019 Q2	$268K	Hold	5,500	–	–	0.19%	117
2019 Q1	$316K	Hold	5,500	–	–	0.24%	98
2018 Q4	$272K	Hold	5,500	–	–	0.29%	87
2018 Q3	$332K	Hold	5,500	–	–	0.3%	85
2018 Q2	$323K	Hold	5,500	–	–	0.3%	85
2018 Q1	$353K	Hold	5,500	–	–	0.34%	80
2017 Q4	$391K	Buy	+5,500	New	+$369K	0.36%	76

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Aries Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 3,570 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #213.

Aries Wealth Management first reported a position in MO in Q4 2017 and has held it in 18 quarters since. The position peaked at $391K in Q4 2017. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Aries Wealth Management held 3,570 shares of Altria Group worth $257K as of Q2 2026.
Aries Wealth Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #213 holding.
Aries Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 18 quarters since.
Aries Wealth Management's Altria Group position peaked at $391K in Q4 2017.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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