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Arkfeld Wealth Strategies’s Altria Group MO Stock Holding History

Arkfeld Wealth Strategies’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 		$359K Buy
5,000
+21
+0.4% +$1.47K 0.11% 85
2026
Q1 		$321K Buy
4,979
+2
+0% +$129 0.1% 90
2025
Q4 		$272K Buy
4,977
+22
+0.4% +$1.33K 0.09% 89
2025
Q3 		$326K Buy
4,955
+314
+7% +$19.9K 0.12% 84
2025
Q2 		$280K Buy
4,641
+20
+0.4% +$1.18K 0.11% 84
2025
Q1 		$260K Buy
4,621
+9
+0.2% +$491 0.11% 81
2024
Q4 		$235K Buy
4,612
+44
+1% +$2.34K 0.11% 83
2024
Q3 		$229K Sell
4,568
-278
-6% -$14.1K 0.11% 84
2024
Q2 		$223K Buy
4,846
+24
+0.5% +$1.06K 0.11% 86
2024
Q1 		$201K Buy
4,822
+24
+0.5% +$995 0.11% 89
2023
Q4 		$201K Buy
+4,798
New +$198K 0.13% 77
2022
Q2 		– Sell
-4,275
Closed -$235K – 72
2022
Q1 		$235K Hold
4,275
– – 0.15% 67
2021
Q4 		$215K Buy
+4,275
New +$196K 0.13% 74
2021
Q3 		– Sell
-4,275
Closed -$203K – 78
2021
Q2 		$203K Hold
4,275
– – 0.12% 76
2021
Q1 		$221K Buy
+4,275
New +$192K 0.14% 72

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

Arkfeld Wealth Strategies's MO Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its Altria Group (MO) stake by 0.42% in Q2 2026, buying an estimated $1.47K and bringing the position to 5,000 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #85.

Arkfeld Wealth Strategies first reported a position in MO in Q1 2021 and has held it in 15 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Arkfeld Wealth Strategies held 5,000 shares of Altria Group worth $359K as of Q2 2026.
  • Arkfeld Wealth Strategies bought 21 Altria Group shares in Q2 2026, an estimated $1.47K.
  • Altria Group made up 0.11% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #85 holding.
  • Arkfeld Wealth Strategies first reported a position in Altria Group in Q1 2021 and has held it in 15 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.