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Dakota Wealth Management’s Altria Group MO Stock Holding History

Dakota 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 		$943K Buy
13,108
+274
+2% +$19.1K 0.02% 445
2026
Q1 		$847K Buy
12,834
+2,377
+23% +$153K 0.02% 429
2025
Q4 		$603K Sell
10,457
-466
-4% -$28.1K 0.01% 510
2025
Q3 		$722K Sell
10,923
-4,509
-29% -$286K 0.01% 412
2025
Q2 		$905K Buy
15,432
+2,529
+20% +$149K 0.02% 403
2025
Q1 		$775K Buy
12,903
+828
+7% +$45.2K 0.02% 423
2024
Q4 		$632K Sell
12,075
-203
-2% -$10.8K 0.01% 460
2024
Q3 		$627K Sell
12,278
-36
-0.3% -$1.82K 0.01% 471
2024
Q2 		$561K Sell
12,314
-405
-3% -$18K 0.01% 486
2024
Q1 		$555K Sell
12,719
-308
-2% -$12.8K 0.01% 485
2023
Q4 		$526K Sell
13,027
-1,324
-9% -$54.8K 0.02% 413
2023
Q3 		$603K Sell
14,351
-22
-0.2% -$972 0.03% 368
2023
Q2 		$651K Buy
14,373
+569
+4% +$25.8K 0.03% 336
2023
Q1 		$616K Buy
13,804
+99
+0.7% +$4.55K 0.04% 317
2022
Q4 		$626K Sell
13,705
-868
-6% -$39.3K 0.04% 313
2022
Q3 		$588K Sell
14,573
-71,687
-83% -$3.13M 0.05% 311
2022
Q2 		$3.6M Buy
86,260
+74,459
+631% +$3.86M 0.33% 88
2022
Q1 		$617K Buy
+11,801
New +$601K 0.05% 256
2020
Q3 		– Sell
-13,569
Closed -$533K – 309
2020
Q2 		$533K Buy
13,569
+1,947
+17% +$76K 0.09% 162
2020
Q1 		$449K Buy
11,622
+1,644
+16% +$73K 0.1% 161
2019
Q4 		$498K Sell
9,978
-34
-0.3% -$1.6K 0.08% 193
2019
Q3 		$409K Sell
10,012
-9,526
-49% -$438K 0.07% 203
2019
Q2 		$926K Sell
19,538
-26,378
-57% -$1.38M 0.18% 118
2019
Q1 		$2.64M Buy
45,916
+41,467
+932% +$2.12M 0.52% 52
2018
Q4 		$256K Sell
4,449
-2,304
-34% -$133K 0.06% 237
2018
Q3 		$407K Sell
6,753
-6,881
-50% -$409K 0.09% 174
2018
Q2 		$775K Buy
+13,634
New +$786K 0.22% 91
2018
Q1 		– Sell
-3,170
Closed -$226K – 97
2017
Q4 		$226K Buy
+3,170
New +$212K 0.12% 70

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

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

Dakota Wealth Management increased its Altria Group (MO) stake by 2.1% in Q2 2026, buying an estimated $19.1K and bringing the position to 13,108 shares worth $943K. The position accounts for 0.02% of the portfolio, ranked #445.

Dakota Wealth Management first reported a position in MO in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.6M in Q2 2022. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dakota Wealth Management held 13,108 shares of Altria Group worth $943K as of Q2 2026.
  • Dakota Wealth Management bought 274 Altria Group shares in Q2 2026, an estimated $19.1K.
  • Altria Group made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #445 holding.
  • Dakota Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 28 quarters since.
  • Dakota Wealth Management's Altria Group position peaked at $3.6M in Q2 2022.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.