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Buck Wealth Strategies’s Altria Group MO Stock Holding History

Buck Wealth Strategies’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 		$332K Sell
4,613
-123
-3% -$8.59K 0.03% 155
2026
Q1 		$313K Buy
4,736
+84
+2% +$5.41K 0.04% 134
2025
Q4 		$268K Sell
4,652
-102
-2% -$6.16K 0.03% 142
2025
Q3 		$314K Sell
4,754
-1,942
-29% -$123K 0.04% 144
2025
Q2 		$393K Buy
6,696
+1,378
+26% +$80.9K 0.06% 110
2025
Q1 		$319K Buy
+5,318
New +$290K 0.06% 102
2024
Q2 		– Sell
-13,406
Closed -$585K – 99
2024
Q1 		$585K Buy
+13,406
New +$556K 0.2% 54
2023
Q4 		– Sell
-2,182
Closed -$91.8K – 247
2023
Q3 		$91.8K Sell
2,182
-473
-18% -$20.9K 0.04% 77
2023
Q2 		$120K Sell
2,655
-178
-6% -$8.06K 0.05% 45
2023
Q1 		$126K Buy
+2,833
New +$130K 0.06% 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

Buck Wealth Strategies's MO Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Altria Group (MO) stake by 2.6% in Q2 2026, selling an estimated $8.59K and leaving 4,613 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #155.

Buck Wealth Strategies first reported a position in MO in Q1 2023 and has held it in 10 quarters since. The position peaked at $585K in Q1 2024. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Buck Wealth Strategies held 4,613 shares of Altria Group worth $332K as of Q2 2026.
  • Buck Wealth Strategies sold 123 Altria Group shares in Q2 2026, an estimated $8.59K.
  • Altria Group made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #155 holding.
  • Buck Wealth Strategies first reported a position in Altria Group in Q1 2023 and has held it in 10 quarters since.
  • Buck Wealth Strategies's Altria Group position peaked at $585K in Q1 2024.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.