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Axxcess Wealth Management’s Altria Group MO Stock Holding History

Axxcess 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 		$2.26M Buy
31,448
+1,615
+5% +$113K 0.04% 370
2026
Q1 		$1.97M Sell
29,833
-15,931
-35% -$1.03M 0.06% 192
2025
Q4 		$2.64M Buy
45,764
+10,500
+30% +$634K 0.05% 324
2025
Q3 		$2.33M Sell
35,264
-384
-1% -$24.3K 0.05% 281
2025
Q2 		$2.09M Sell
35,648
-2,231
-6% -$131K 0.05% 286
2025
Q1 		$2.27M Sell
37,879
-4,266
-10% -$233K 0.06% 243
2024
Q4 		$2.2M Sell
42,145
-10,556
-20% -$562K 0.05% 254
2024
Q3 		$2.69M Sell
52,701
-10,309
-16% -$521K 0.07% 216
2024
Q2 		$2.87M Buy
63,010
+1,559
+3% +$69.2K 0.08% 197
2024
Q1 		$2.68M Sell
61,451
-1,818
-3% -$75.4K 0.07% 205
2023
Q4 		$2.55M Buy
63,269
+7,723
+14% +$319K 0.07% 208
2023
Q3 		$2.34M Buy
55,546
+41,432
+294% +$1.83M 0.08% 183
2023
Q2 		$639K Sell
14,114
-19,404
-58% -$879K 0.05% 296
2023
Q1 		$1.5M Sell
33,518
-62,759
-65% -$2.89M 0.11% 172
2022
Q4 		$4.4M Buy
96,277
+15,452
+19% +$700K 0.36% 60
2022
Q3 		$3.26M Sell
80,825
-36,538
-31% -$1.59M 0.31% 72
2022
Q2 		$4.9M Buy
117,363
+50,528
+76% +$2.62M 0.45% 50
2022
Q1 		$3.49M Sell
66,835
-46,186
-41% -$2.35M 0.27% 80
2021
Q4 		$5.36M Buy
+113,021
New +$5.18M 0.39% 54

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

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

Axxcess Wealth Management increased its Altria Group (MO) stake by 5.4% in Q2 2026, buying an estimated $113K and bringing the position to 31,448 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #370.

Axxcess Wealth Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.36M in Q4 2021. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Axxcess Wealth Management held 31,448 shares of Altria Group worth $2.26M as of Q2 2026.
  • Axxcess Wealth Management bought 1,615 Altria Group shares in Q2 2026, an estimated $113K.
  • Altria Group made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Axxcess Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Altria Group position peaked at $5.36M in Q4 2021.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.