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Aventura Private Wealth’s Altria Group MO Stock Holding History

Aventura Private Wealth’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 		$166K Buy
2,314
+31
+1% +$2.16K 0.05% 189
2026
Q1 		$151K Sell
2,283
-21
-0.9% -$1.35K 0.06% 174
2025
Q4 		$133K Sell
2,304
-112
-5% -$6.76K 0.05% 180
2025
Q3 		$160K Sell
2,416
-150
-6% -$9.5K 0.06% 176
2025
Q2 		$150K Hold
2,566
– – 0.07% 166
2025
Q1 		$154K Hold
2,566
– – 0.08% 156
2024
Q4 		$134K Buy
+2,566
New +$137K 0.07% 161

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

Aventura Private Wealth's MO Position: Q2 2026 in Review

Aventura Private Wealth increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $2.16K and bringing the position to 2,314 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #189.

Aventura Private Wealth first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aventura Private Wealth held 2,314 shares of Altria Group worth $166K as of Q2 2026.
  • Aventura Private Wealth bought 31 Altria Group shares in Q2 2026, an estimated $2.16K.
  • Altria Group made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #189 holding.
  • Aventura Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.