Atlas Wealth Partners’s Altria Group MO Stock Holding History

Atlas Wealth Partners’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	$315K	Sell	4,349 -50	-1%	-$3.49K	0.34%	43
2026 Q1	$292K	Hold	4,399	–	–	0.3%	44
2025 Q4	$255K	Hold	4,399	–	–	0.28%	49
2025 Q3	$292K	Sell	4,399 -100	-2%	-$6.33K	0.3%	42
2025 Q2	$266K	Sell	4,499 -269	-6%	-$15.8K	0.31%	42
2025 Q1	$288K	Hold	4,768	–	–	0.36%	36
2024 Q4	$251K	Sell	4,768 -200	-4%	-$10.7K	0.32%	42
2024 Q3	$256K	Hold	4,968	–	–	0.39%	41
2024 Q2	$228K	Hold	4,968	–	–	0.97%	21
2024 Q1	$218K	Buy	+4,968	New	+$206K	1.18%	18

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

Atlas Wealth Partners's MO Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Altria Group (MO) stake by 1.1% in Q2 2026, selling an estimated $3.49K and leaving 4,349 shares worth $315K. The position accounts for 0.34% of the portfolio, ranked #43.

Atlas Wealth Partners first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Atlas Wealth Partners held 4,349 shares of Altria Group worth $315K as of Q2 2026.
Atlas Wealth Partners sold 50 Altria Group shares in Q2 2026, an estimated $3.49K.
Altria Group made up 0.34% of Atlas Wealth Partners's portfolio in Q2 2026, its #43 holding.
Atlas Wealth Partners first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.