Blake Schutter Theil Wealth Advisors’s Altria Group MO Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$442K	Sell	6,150 -495	-7%	-$34.5K	0.3%	70
2026 Q1	$439K	Sell	6,645 -692	-9%	-$44.5K	0.36%	70
2025 Q4	$423K	Sell	7,337 -371	-5%	-$22.4K	0.35%	71
2025 Q3	$509K	Sell	7,708 -696	-8%	-$44.1K	0.5%	57
2025 Q2	$493K	Buy	8,404 +200	+2%	+$11.7K	0.56%	56
2025 Q1	$492K	Sell	8,204 -41	-0.5%	-$2.24K	0.56%	58
2024 Q4	$431K	Sell	8,245 -257	-3%	-$13.7K	0.46%	65
2024 Q3	$434K	Buy	+8,502	New	+$430K	0.31%	89

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's MO Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Altria Group (MO) stake by 7.4% in Q2 2026, selling an estimated $34.5K and leaving 6,150 shares worth $442K. The position accounts for 0.3% of the portfolio, ranked #70.

Blake Schutter Theil Wealth Advisors first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $509K in Q3 2025. 2,569 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 6,150 shares of Altria Group worth $442K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 495 Altria Group shares in Q2 2026, an estimated $34.5K.
Altria Group made up 0.3% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Altria Group position peaked at $509K in Q3 2025.
2,569 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.