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Cornerstone Wealth Group’s Altria Group MO Stock Holding History

Cornerstone Wealth Group’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 		$9M Sell
125,034
-37,161
-23% -$2.59M 0.53% 49
2026
Q1 		$10.5M Buy
162,195
+9,065
+6% +$583K 0.67% 35
2025
Q4 		$8.83M Buy
153,130
+68,984
+82% +$4.17M 0.6% 42
2025
Q3 		$5.56M Buy
84,146
+1,267
+2% +$80.3K 0.38% 77
2025
Q2 		$4.86M Buy
82,879
+1,693
+2% +$99.4K 0.36% 76
2025
Q1 		$4.87M Sell
81,186
-8,940
-10% -$488K 0.4% 75
2024
Q4 		$4.71M Buy
90,126
+2,431
+3% +$129K 0.38% 72
2024
Q3 		$4.48M Buy
87,695
+1,447
+2% +$73.1K 0.37% 74
2024
Q2 		$3.93M Buy
86,248
+2,208
+3% +$98K 0.35% 76
2024
Q1 		$3.67M Buy
84,040
+3,282
+4% +$136K 0.34% 75
2023
Q4 		$3.26M Buy
80,758
+4,511
+6% +$187K 0.47% 59
2023
Q3 		$3.21M Buy
76,247
+2,106
+3% +$93K 0.57% 62
2023
Q2 		$3.36M Buy
74,141
+451
+0.6% +$20.4K 0.61% 65
2023
Q1 		$3.29M Buy
73,690
+921
+1% +$42.3K 0.58% 65
2022
Q4 		$3.33M Buy
72,769
+1,680
+2% +$76.1K 0.63% 54
2022
Q3 		$2.87M Buy
71,089
+1,058
+2% +$46.2K 0.63% 55
2022
Q2 		$2.92M Buy
70,031
+4,966
+8% +$257K 0.61% 60
2022
Q1 		$3.4M Buy
65,065
+8,610
+15% +$439K 0.62% 61
2021
Q4 		$2.67M Buy
56,455
+12
+0% +$550 0.46% 76
2021
Q3 		$2.57M Buy
56,443
+2,205
+4% +$106K 0.45% 75
2021
Q2 		$2.54M Buy
54,238
+2,673
+5% +$131K 0.52% 68
2021
Q1 		$2.45M Buy
51,565
+36,390
+240% +$1.63M 0.5% 81
2020
Q4 		$622K Sell
15,175
-1,597
-10% -$64.1K 0.15% 107
2020
Q3 		$648K Buy
16,772
+12
+0.1% +$499 0.18% 87
2020
Q2 		$658K Buy
16,760
+11
+0.1% +$429 0.17% 81
2020
Q1 		$648K Buy
16,749
+74
+0.4% +$3.28K 0.23% 71
2019
Q4 		$832K Sell
16,675
-1,799
-10% -$84.9K 0.22% 99
2019
Q3 		$756K Buy
18,474
+884
+5% +$40.7K 0.19% 90
2019
Q2 		$833K Sell
17,590
-49
-0.3% -$2.57K 0.22% 103
2019
Q1 		$1.01M Buy
+17,639
New +$902K 0.25% 89

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

Cornerstone Wealth Group's MO Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Altria Group (MO) stake by 23% in Q2 2026, selling an estimated $2.59M and leaving 125,034 shares worth $9M. The position accounts for 0.53% of the portfolio, ranked #49.

Cornerstone Wealth Group first reported a position in MO in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.5M in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cornerstone Wealth Group held 125,034 shares of Altria Group worth $9M as of Q2 2026.
  • Cornerstone Wealth Group sold 37,161 Altria Group shares in Q2 2026, an estimated $2.59M.
  • Altria Group made up 0.53% of Cornerstone Wealth Group's portfolio in Q2 2026, its #49 holding.
  • Cornerstone Wealth Group first reported a position in Altria Group in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's Altria Group position peaked at $10.5M in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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