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Daymark Wealth Partners’s Altria Group MO Stock Holding History

Daymark 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 		$2.14M Sell
29,755
-772
-3% -$53.9K 0.05% 239
2026
Q1 		$2.01M Sell
30,527
-995
-3% -$64K 0.06% 205
2025
Q4 		$1.82M Sell
31,522
-1,090
-3% -$65.8K 0.06% 208
2025
Q3 		$2.15M Buy
32,612
+3,228
+11% +$205K 0.07% 185
2025
Q2 		$1.72M Buy
29,384
+545
+2% +$32K 0.07% 194
2025
Q1 		$1.73M Sell
28,839
-1,271
-4% -$69.4K 0.07% 183
2024
Q4 		$1.57M Buy
30,110
+282
+0.9% +$15K 0.07% 189
2024
Q3 		$1.52M Buy
29,828
+236
+0.8% +$11.9K 0.06% 189
2024
Q2 		$1.35M Buy
29,592
+1,598
+6% +$70.9K 0.06% 200
2024
Q1 		$1.22M Buy
27,994
+3,888
+16% +$161K 0.07% 177
2023
Q4 		$972K Buy
24,106
+48
+0.2% +$1.99K 0.06% 190
2023
Q3 		$1.01M Buy
24,058
+2,915
+14% +$129K 0.07% 171
2023
Q2 		$958K Buy
21,143
+4,928
+30% +$223K 0.07% 175
2023
Q1 		$724K Buy
16,215
+5,239
+48% +$241K 0.1% 158
2022
Q4 		$502K Buy
+10,976
New +$497K 0.09% 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

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

Daymark Wealth Partners reduced its Altria Group (MO) stake by 2.5% in Q2 2026, selling an estimated $53.9K and leaving 29,755 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #239.

Daymark Wealth Partners first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.15M in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Daymark Wealth Partners held 29,755 shares of Altria Group worth $2.14M as of Q2 2026.
  • Daymark Wealth Partners sold 772 Altria Group shares in Q2 2026, an estimated $53.9K.
  • Altria Group made up 0.05% of Daymark Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Daymark Wealth Partners first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Altria Group position peaked at $2.15M in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.