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Cassaday & Co Wealth Management’s Altria Group MO Stock Holding History

Cassaday & Co 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 		$978K Buy
13,588
+1,459
+12% +$102K 0.02% 155
2026
Q1 		$800K Sell
12,129
-90
-0.7% -$5.79K 0.02% 163
2025
Q4 		$705K Buy
12,219
+100
+0.8% +$6.04K 0.01% 182
2025
Q3 		$801K Buy
12,119
+728
+6% +$46.1K 0.02% 159
2025
Q2 		$668K Sell
11,391
-157
-1% -$9.22K 0.02% 177
2025
Q1 		$693K Sell
11,548
-941
-8% -$51.4K 0.02% 162
2024
Q4 		$653K Buy
12,489
+620
+5% +$33K 0.02% 169
2024
Q3 		$606K Sell
11,869
-375
-3% -$19K 0.02% 163
2024
Q2 		$558K Sell
12,244
-78
-0.6% -$3.46K 0.02% 161
2024
Q1 		$537K Buy
12,322
+569
+5% +$23.6K 0.02% 162
2023
Q4 		$474K Sell
11,753
-114
-1% -$4.71K 0.02% 165
2023
Q3 		$499K Buy
11,867
+138
+1% +$6.1K 0.02% 149
2023
Q2 		$531K Sell
11,729
-516
-4% -$23.4K 0.02% 148
2023
Q1 		$546K Buy
12,245
+202
+2% +$9.29K 0.02% 148
2022
Q4 		$550K Buy
+12,043
New +$546K 0.03% 143

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

Cassaday & Co Wealth Management's MO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 13,588 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #155.

Cassaday & Co Wealth Management first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cassaday & Co Wealth Management held 13,588 shares of Altria Group worth $978K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1,459 Altria Group shares in Q2 2026, an estimated $102K.
  • Altria Group made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Cassaday & Co Wealth Management first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.