Barlow Wealth Partners’s Altria Group MO Stock Holding History

Barlow 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	$345K	Hold	4,741	–	–	0.04%	110
2026 Q1	$304K	Hold	4,741	–	–	0.03%	111
2025 Q4	$273K	Hold	4,741	–	–	0.03%	118
2025 Q3	$305K	Hold	4,741	–	–	0.03%	106
2025 Q2	$281K	Sell	4,741 -396	-8%	-$23.3K	0.03%	108
2025 Q1	$299K	Buy	5,137 +765	+17%	+$41.8K	0.04%	102
2024 Q4	$223K	Sell	4,372 -1,502	-26%	-$80K	0.03%	129
2024 Q3	$293K	Hold	5,874	–	–	0.04%	116
2024 Q2	$290K	Hold	5,874	–	–	0.04%	117
2024 Q1	$241K	Hold	5,874	–	–	0.03%	133
2023 Q4	$237K	Buy	+5,874	New	+$243K	0.03%	132

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Barlow Wealth Partners held its Altria Group (MO) position steady in Q2 2026 at 4,741 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #110.

Barlow Wealth Partners first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Barlow Wealth Partners held 4,741 shares of Altria Group worth $345K as of Q2 2026.
Barlow Wealth Partners left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #110 holding.
Barlow Wealth Partners first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.