AWM
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Avaii Wealth Management’s Altria Group MO Stock Holding History

Avaii 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 		$716K Buy
9,958
+257
+3% +$17.9K 0.21% 60
2026
Q1 		$640K Buy
9,701
+74
+0.8% +$4.76K 0.22% 59
2025
Q4 		$555K Sell
9,627
-230
-2% -$13.9K 0.2% 66
2025
Q3 		$651K Buy
9,857
+203
+2% +$12.9K 0.25% 55
2025
Q2 		$566K Sell
9,654
-327
-3% -$19.2K 0.25% 54
2025
Q1 		$599K Buy
9,981
+4,248
+74% +$232K 0.32% 43
2024
Q4 		$300K Sell
5,733
-627
-10% -$33.4K 0.15% 93
2024
Q3 		$325K Sell
6,360
-3,393
-35% -$171K 0.16% 89
2024
Q2 		$444K Sell
9,753
-1,479
-13% -$65.6K 0.25% 70
2024
Q1 		$490K Sell
11,232
-387
-3% -$16K 0.29% 64
2023
Q4 		$469K Sell
11,619
-799
-6% -$33K 0.31% 75
2023
Q3 		$522K Buy
12,418
+3,178
+34% +$140K 0.4% 56
2023
Q2 		$419K Buy
9,240
+1,533
+20% +$69.4K 0.32% 76
2023
Q1 		$344K Buy
7,707
+2,040
+36% +$93.8K 0.3% 79
2022
Q4 		$259K Buy
+5,667
New +$257K 0.23% 103
2022
Q2 		– Sell
-5,278
Closed -$276K – 111
2022
Q1 		$276K Buy
+5,278
New +$269K 0.26% 78

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

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

Avaii Wealth Management increased its Altria Group (MO) stake by 2.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 9,958 shares worth $716K. The position accounts for 0.21% of the portfolio, ranked #60.

Avaii Wealth Management first reported a position in MO in Q1 2022 and has held it in 16 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Avaii Wealth Management held 9,958 shares of Altria Group worth $716K as of Q2 2026.
  • Avaii Wealth Management bought 257 Altria Group shares in Q2 2026, an estimated $17.9K.
  • Altria Group made up 0.21% of Avaii Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Avaii Wealth Management first reported a position in Altria Group in Q1 2022 and has held it in 16 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.