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Center for Wealth Management Advisory’s Altria Group MO Stock Holding History

Center for Wealth Management Advisory’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 		$808K Sell
11,236
-2,311
-17% -$161K 0.51% 47
2026
Q1 		$894K Sell
13,547
-4,990
-27% -$321K 0.64% 42
2025
Q4 		$1.07M Buy
+18,537
New +$1.12M 0.79% 40

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

Center for Wealth Management Advisory's MO Position: Q2 2026 in Review

Center for Wealth Management Advisory reduced its Altria Group (MO) stake by 17% in Q2 2026, selling an estimated $161K and leaving 11,236 shares worth $808K. The position accounts for 0.51% of the portfolio, ranked #47.

Center for Wealth Management Advisory first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Center for Wealth Management Advisory held 11,236 shares of Altria Group worth $808K as of Q2 2026.
  • Center for Wealth Management Advisory sold 2,311 Altria Group shares in Q2 2026, an estimated $161K.
  • Altria Group made up 0.51% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #47 holding.
  • Center for Wealth Management Advisory first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Center for Wealth Management Advisory's Altria Group position peaked at $1.07M in Q4 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.