CWMP
MO icon

Clarion Wealth Managment Partners’s Altria Group MO Stock Holding History

Clarion Wealth Managment Partners’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 		$581K Buy
8,073
+46
+0.6% +$3.21K 0.47% 49
2026
Q1 		$530K Buy
8,027
+58
+0.7% +$3.73K 0.48% 50
2025
Q4 		$460K Buy
7,969
+49
+0.6% +$2.96K 0.43% 52
2025
Q3 		$523K Sell
7,920
-468
-6% -$29.6K 0.52% 48
2025
Q2 		$492K Buy
+8,388
New +$493K 0.54% 48

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

Clarion Wealth Managment Partners's MO Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Altria Group (MO) stake by 0.57% in Q2 2026, buying an estimated $3.21K and bringing the position to 8,073 shares worth $581K. The position accounts for 0.47% of the portfolio, ranked #49.

Clarion Wealth Managment Partners first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Clarion Wealth Managment Partners held 8,073 shares of Altria Group worth $581K as of Q2 2026.
  • Clarion Wealth Managment Partners bought 46 Altria Group shares in Q2 2026, an estimated $3.21K.
  • Altria Group made up 0.47% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #49 holding.
  • Clarion Wealth Managment Partners first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.