DWM
MO icon

Darwin Wealth Management’s Altria Group MO Stock Holding History

Darwin 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 		$34.1K Buy
474
+7
+1% +$489 0.01% 274
2026
Q1 		$30.8K Sell
467
-4
-0.8% -$257 0.01% 263
2025
Q4 		$27.2K Buy
471
+12
+3% +$725 0.01% 272
2025
Q3 		$30.3K Buy
459
+4
+0.9% +$253 0.01% 258
2025
Q2 		$26.7K Sell
455
-356
-44% -$20.9K 0.01% 251
2025
Q1 		$42.4K Hold
811
– – 0.01% 237
2024
Q4 		$42.4K Sell
811
-1,470
-64% -$78.3K 0.01% 237
2024
Q3 		$116K Buy
+2,281
New +$115K 0.03% 171
2020
Q2 		– Sell
-3,666
Closed -$141K – 516
2020
Q1 		$141K Buy
+3,666
New +$163K 0.04% 155
2019
Q3 		– Sell
-4,373
Closed -$207K – 150
2019
Q2 		$207K Sell
4,373
-718
-14% -$37.6K 0.06% 140
2019
Q1 		$292K Buy
5,091
+360
+8% +$18.4K 0.1% 126
2018
Q4 		$233K Sell
4,731
-82
-2% -$4.75K 0.16% 87
2018
Q3 		$290K Sell
4,813
-631
-12% -$37.5K 0.16% 98
2018
Q2 		$309K Sell
5,444
-149
-3% -$8.59K 0.2% 93
2018
Q1 		$347K Buy
5,593
+15
+0.3% +$993 0.25% 79
2017
Q4 		$397K Buy
5,578
+1,848
+50% +$124K 0.17% 109
2017
Q3 		$237K Sell
3,730
-746
-17% -$49.7K 0.23% 83
2017
Q2 		$333K Sell
4,476
-94
-2% -$6.88K 0.18% 105
2017
Q1 		$326K Buy
4,570
+1,029
+29% +$74.5K 0.19% 100
2016
Q4 		$239K Sell
3,541
-59
-2% -$3.8K 0.16% 95
2016
Q3 		$228K Buy
+3,600
New +$239K 0.18% 82

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

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

Darwin Wealth Management increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $489 and bringing the position to 474 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #274.

Darwin Wealth Management first reported a position in MO in Q3 2016 and has held it in 21 quarters since. The position peaked at $397K in Q4 2017. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Darwin Wealth Management held 474 shares of Altria Group worth $34.1K as of Q2 2026.
  • Darwin Wealth Management bought 7 Altria Group shares in Q2 2026, an estimated $489.
  • Altria Group made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Darwin Wealth Management first reported a position in Altria Group in Q3 2016 and has held it in 21 quarters since.
  • Darwin Wealth Management's Altria Group position peaked at $397K in Q4 2017.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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