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Ball & Co Wealth Management’s Altria Group MO Stock Holding History

Ball & Co 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 		$34K Buy
474
+7
+1% +$489 0.02% 45
2026
Q1 		$30K Buy
467
+9
+2% +$579 0.03% 49
2025
Q4 		$26K Buy
458
+7
+2% +$423 0.02% 49
2025
Q3 		$29K Buy
451
+8
+2% +$507 0.02% 56
2025
Q2 		$25K Buy
443
+8
+2% +$470 0.03% 44
2025
Q1 		$26K Buy
435
+8
+2% +$437 0.03% 37
2024
Q4 		$22K Buy
+427
New +$22.7K 0.02% 43

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

Ball & Co Wealth Management's MO Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $489 and bringing the position to 474 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #45.

Ball & Co Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Ball & Co Wealth Management held 474 shares of Altria Group worth $34K as of Q2 2026.
  • Ball & Co Wealth Management bought 7 Altria Group shares in Q2 2026, an estimated $489.
  • Altria Group made up 0.02% of Ball & Co Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Ball & Co Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.