CWP
MO icon

Clark Wealth Partners’s Altria Group MO Stock Holding History

Clark Wealth 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 		$10K Hold
137
– – 0.01% 225
2026
Q1 		$9.25K Sell
137
-538
-80% -$34.6K 0.01% 256
2025
Q4 		$38.9K Hold
675
– – 0.02% 118
2025
Q3 		$38.9K Sell
675
-11,564
-94% -$733K 0.02% 118
2025
Q2 		$718K Buy
12,239
+10,153
+487% +$596K 0.48% 28
2025
Q1 		$125K Buy
2,086
+2,000
+2,326% +$109K 0.09% 54
2024
Q4 		$4.5K Buy
+86
New +$4.58K ﹤0.01% 248

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

Clark Wealth Partners's MO Position: Q2 2026 in Review

Clark Wealth Partners held its Altria Group (MO) position steady in Q2 2026 at 137 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #225.

Clark Wealth Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $718K in Q2 2025. 2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Clark Wealth Partners held 137 shares of Altria Group worth $10K as of Q2 2026.
  • Clark Wealth Partners left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #225 holding.
  • Clark Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Altria Group position peaked at $718K in Q2 2025.
  • 2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.