Brady Martz Wealth Solutions’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81M Buy
25,218
+291
+1% +$20.3K 0.27% 77
2026
Q1
$1.64M Buy
24,927
+2,966
+14% +$191K 0.28% 73
2025
Q4
$1.27M Sell
21,961
-4,732
-18% -$286K 0.22% 81
2025
Q3
$1.76M Buy
26,693
+145
+0.5% +$9.19K 0.32% 64
2025
Q2
$1.56M Buy
26,548
+139
+0.5% +$8.16K 0.3% 65
2025
Q1
$1.59M Sell
26,409
-274
-1% -$15K 0.36% 62
2024
Q4
$1.37M Buy
+26,683
New +$1.42M 0.33% 67

Other funds holding MO

Brady Martz Wealth Solutions's MO Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Altria Group (MO) stake by 1.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 25,218 shares worth $1.81M. The position accounts for 0.27% of the portfolio, ranked #77.

Brady Martz Wealth Solutions first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Brady Martz Wealth Solutions held 25,218 shares of Altria Group worth $1.81M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 291 Altria Group shares in Q2 2026, an estimated $20.3K.
  • Altria Group made up 0.27% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #77 holding.
  • Brady Martz Wealth Solutions first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.