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Arista Wealth Management’s Altria Group MO Stock Holding History

Arista 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 		$496K Buy
6,897
+9
+0.1% +$628 0.05% 168
2026
Q1 		$455K Buy
6,888
+42
+0.6% +$2.7K 0.06% 172
2025
Q4 		$395K Sell
6,846
-7,848
-53% -$474K 0.05% 161
2025
Q3 		$971K Sell
14,694
-325
-2% -$20.6K 0.12% 98
2025
Q2 		$881K Buy
+15,019
New +$882K 0.12% 98

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

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

Arista Wealth Management increased its Altria Group (MO) stake by 0.13% in Q2 2026, buying an estimated $628 and bringing the position to 6,897 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #168.

Arista Wealth Management first reported a position in MO in Q2 2025 and has held it in 5 quarters since. The position peaked at $971K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Arista Wealth Management held 6,897 shares of Altria Group worth $496K as of Q2 2026.
  • Arista Wealth Management bought 9 Altria Group shares in Q2 2026, an estimated $628.
  • Altria Group made up 0.05% of Arista Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Arista Wealth Management first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's Altria Group position peaked at $971K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.