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Cyndeo Wealth Partners’s Altria Group MO Stock Holding History

Cyndeo 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 		$14.3M Buy
199,235
+2,916
+1% +$204K 0.68% 38
2026
Q1 		$13M Buy
196,319
+389
+0.2% +$25K 0.68% 39
2025
Q4 		$11.3M Buy
195,930
+8,165
+4% +$493K 0.61% 39
2025
Q3 		$12.4M Sell
187,765
-2,202
-1% -$140K 0.69% 36
2025
Q2 		$11.1M Buy
189,967
+4,776
+3% +$280K 0.66% 37
2025
Q1 		$11.1M Buy
185,191
+8,157
+5% +$445K 0.73% 34
2024
Q4 		$9.26M Buy
177,034
+6,031
+4% +$321K 0.63% 41
2024
Q3 		$8.73M Sell
171,003
-134
-0.1% -$6.77K 0.61% 45
2024
Q2 		$7.8M Buy
171,137
+123,702
+261% +$5.49M 0.61% 39
2024
Q1 		$2.07M Buy
47,435
+38,092
+408% +$1.58M 0.17% 150
2023
Q4 		$377K Sell
9,343
-40,417
-81% -$1.67M 0.03% 284
2023
Q3 		$2.09M Sell
49,760
-13
-0% -$574 0.22% 123
2023
Q2 		$2.25M Sell
49,773
-1,561
-3% -$70.7K 0.24% 114
2023
Q1 		$2.29M Buy
51,334
+21,779
+74% +$1M 0.25% 113
2022
Q4 		$1.35M Buy
+29,555
New +$1.34M 0.16% 149

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

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

Cyndeo Wealth Partners increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $204K and bringing the position to 199,235 shares worth $14.3M. The position accounts for 0.68% of the portfolio, ranked #38.

Cyndeo Wealth Partners first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cyndeo Wealth Partners held 199,235 shares of Altria Group worth $14.3M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,916 Altria Group shares in Q2 2026, an estimated $204K.
  • Altria Group made up 0.68% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Cyndeo Wealth Partners first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.