Baron Wealth Management’s Altria Group MO Stock Holding History

Baron 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	$930K	Buy	12,924 +1,519	+13%	+$106K	0.24%	59
2026 Q1	$753K	Buy	11,405 +1,139	+11%	+$73.3K	0.23%	62
2025 Q4	$592K	Sell	10,266 -1	-0%	-$60	0.18%	83
2025 Q3	$678K	Buy	10,267 +627	+7%	+$39.7K	0.22%	62
2025 Q2	$565K	Buy	9,640 +2,056	+27%	+$121K	0.2%	71
2025 Q1	$455K	Buy	7,584 +3,690	+95%	+$201K	0.2%	81
2024 Q4	$204K	Sell	3,894 -96	-2%	-$5.11K	0.1%	181
2024 Q3	$204K	Buy	+3,990	New	+$202K	0.1%	191

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ETC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Baron Wealth Management increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $106K and bringing the position to 12,924 shares worth $930K. The position accounts for 0.24% of the portfolio, ranked #59.

Baron Wealth Management first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Baron Wealth Management held 12,924 shares of Altria Group worth $930K as of Q2 2026.
Baron Wealth Management bought 1,519 Altria Group shares in Q2 2026, an estimated $106K.
Altria Group made up 0.24% of Baron Wealth Management's portfolio in Q2 2026, its #59 holding.
Baron Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.