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Atlantic Edge Private Wealth Management’s Altria Group MO Stock Holding History

Atlantic Edge Private 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 		$83.3K Hold
1,158
– – 0.02% 214
2026
Q1 		$76.4K Hold
1,158
– – 0.02% 201
2025
Q4 		$66.8K Sell
1,158
-75
-6% -$4.53K 0.02% 195
2025
Q3 		$81.5K Hold
1,233
– – 0.02% 182
2025
Q2 		$72.3K Hold
1,233
– – 0.02% 182
2025
Q1 		$74K Buy
1,233
+150
+14% +$8.19K 0.02% 175
2024
Q4 		$56.6K Buy
1,083
+300
+38% +$16K 0.02% 192
2024
Q3 		$40K Hold
783
– – 0.01% 217
2024
Q2 		$35.7K Sell
783
-4,840
-86% -$215K 0.01% 212
2024
Q1 		$245K Buy
5,623
+5,040
+864% +$209K 0.08% 114
2023
Q4 		$23.5K Buy
+583
New +$24.1K 0.01% 227

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

Atlantic Edge Private Wealth Management's MO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 1,158 shares worth $83.3K. The position accounts for 0.02% of the portfolio, ranked #214.

Atlantic Edge Private Wealth Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $245K in Q1 2024. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,158 shares of Altria Group worth $83.3K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Altria Group position peaked at $245K in Q1 2024.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.