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Concord Wealth Partners’s Altria Group MO Stock Holding History

Concord 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 		$676K Buy
9,390
+39
+0.4% +$2.72K 0.08% 142
2026
Q1 		$617K Buy
9,351
+46
+0.5% +$2.96K 0.08% 139
2025
Q4 		$537K Buy
9,305
+38
+0.4% +$2.29K 0.07% 145
2025
Q3 		$612K Buy
9,267
+242
+3% +$15.3K 0.08% 143
2025
Q2 		$529K Sell
9,025
-35
-0.4% -$2.06K 0.08% 151
2025
Q1 		$544K Buy
9,060
+1,027
+13% +$56.1K 0.09% 143
2024
Q4 		$420K Buy
8,033
+1,856
+30% +$98.9K 0.07% 151
2024
Q3 		$315K Buy
6,177
+1,413
+30% +$71.4K 0.05% 168
2024
Q2 		$217K Buy
4,764
+106
+2% +$4.7K 0.04% 192
2024
Q1 		$203K Sell
4,658
-2,094
-31% -$86.8K 0.04% 210
2023
Q4 		$272K Sell
6,752
-4,460
-40% -$184K 0.05% 169
2023
Q3 		$471K Sell
11,212
-1,873
-14% -$82.8K 0.1% 126
2023
Q2 		$593K Buy
13,085
+4,498
+52% +$204K 0.13% 99
2023
Q1 		$383K Sell
8,587
-274
-3% -$12.6K 0.11% 100
2022
Q4 		$405K Buy
8,861
+1,775
+25% +$80.4K 0.12% 104
2022
Q3 		$286K Buy
7,086
+791
+13% +$34.5K 0.09% 126
2022
Q2 		$263K Buy
6,295
+1,175
+23% +$60.8K 0.07% 134
2022
Q1 		$268K Buy
5,120
+586
+13% +$29.8K 0.07% 148
2021
Q4 		$215K Buy
4,534
+1,433
+46% +$65.7K 0.05% 176
2021
Q3 		$141K Sell
3,101
-1,498
-33% -$72.3K 0.06% 108
2021
Q2 		$219K Sell
4,599
-668
-13% -$32.8K 0.06% 131
2021
Q1 		$269K Buy
5,267
+382
+8% +$17.1K 0.09% 104
2020
Q4 		$200K Buy
+4,885
New +$196K 0.15% 75

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

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

Concord Wealth Partners increased its Altria Group (MO) stake by 0.42% in Q2 2026, buying an estimated $2.72K and bringing the position to 9,390 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #142.

Concord Wealth Partners first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Concord Wealth Partners held 9,390 shares of Altria Group worth $676K as of Q2 2026.
  • Concord Wealth Partners bought 39 Altria Group shares in Q2 2026, an estimated $2.72K.
  • Altria Group made up 0.08% of Concord Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Concord Wealth Partners first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.