Connecticut Wealth Management’s Altria Group MO Stock Holding History

Connecticut 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	$5.46M	Buy	75,849 +72,758	+2,354%	+$5.08M	0.2%	55
2026 Q1	$204K	Buy	+3,091	New	+$199K	0.01%	323
2021 Q2	–	Sell	-4,013	Closed	-$205K	–	213
2021 Q1	$205K	Buy	+4,013	New	+$180K	0.02%	170

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Connecticut Wealth Management's MO Position: Q2 2026 in Review

Connecticut Wealth Management increased its Altria Group (MO) stake by 2,354% in Q2 2026, buying an estimated $5.08M and bringing the position to 75,849 shares worth $5.46M. The position accounts for 0.2% of the portfolio, ranked #55.

Connecticut Wealth Management first reported a position in MO in Q1 2021 and has held it in 3 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Connecticut Wealth Management held 75,849 shares of Altria Group worth $5.46M as of Q2 2026.
Connecticut Wealth Management bought 72,758 Altria Group shares in Q2 2026, an estimated $5.08M.
Altria Group made up 0.2% of Connecticut Wealth Management's portfolio in Q2 2026, its #55 holding.
Connecticut Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 3 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.