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Balboa Wealth Partners’s Altria Group MO Stock Holding History

Balboa 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 		$423K Buy
5,881
+13
+0.2% +$907 0.06% 268
2026
Q1 		$387K Buy
5,868
+1,091
+23% +$70.2K 0.07% 245
2025
Q4 		$275K Buy
4,777
+425
+10% +$25.7K 0.05% 307
2025
Q3 		$288K Sell
4,352
-136
-3% -$8.62K 0.05% 278
2025
Q2 		$263K Buy
4,488
+229
+5% +$13.4K 0.05% 276
2025
Q1 		$256K Sell
4,259
-324
-7% -$17.7K 0.06% 221
2024
Q4 		$240K Sell
4,583
-78
-2% -$4.16K 0.05% 245
2024
Q3 		$238K Buy
+4,661
New +$236K 0.06% 234
2023
Q4 		– Sell
-4,921
Closed -$207K – 307
2023
Q3 		$207K Sell
4,921
-140
-3% -$6.19K 0.08% 205
2023
Q2 		$229K Sell
5,061
-1,258
-20% -$57K 0.08% 208
2023
Q1 		$282K Buy
6,319
+72
+1% +$3.31K 0.11% 168
2022
Q4 		$286K Buy
6,247
+363
+6% +$16.4K 0.13% 163
2022
Q3 		$238K Buy
+5,884
New +$257K 0.1% 174

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

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

Balboa Wealth Partners increased its Altria Group (MO) stake by 0.22% in Q2 2026, buying an estimated $907 and bringing the position to 5,881 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #268.

Balboa Wealth Partners first reported a position in MO in Q3 2022 and has held it in 13 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Balboa Wealth Partners held 5,881 shares of Altria Group worth $423K as of Q2 2026.
  • Balboa Wealth Partners bought 13 Altria Group shares in Q2 2026, an estimated $907.
  • Altria Group made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Balboa Wealth Partners first reported a position in Altria Group in Q3 2022 and has held it in 13 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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