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Copia Wealth Management’s Altria Group MO Stock Holding History

Copia 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 		$76.5K Hold
1,063
– – 0.05% 170
2026
Q1 		$70.1K Hold
1,063
– – 0.05% 166
2025
Q4 		$61.3K Hold
1,063
– – 0.04% 190
2025
Q3 		$70.2K Hold
1,063
– – 0.05% 161
2025
Q2 		$62.3K Hold
1,063
– – 0.05% 151
2025
Q1 		$63.8K Sell
1,063
-118
-10% -$6.44K 0.06% 141
2024
Q4 		$61.8K Buy
+1,181
New +$62.9K 0.06% 132

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

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

Copia Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 1,063 shares worth $76.5K. The position accounts for 0.05% of the portfolio, ranked #170.

Copia Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Copia Wealth Management held 1,063 shares of Altria Group worth $76.5K as of Q2 2026.
  • Copia Wealth Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Copia Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.