Destiny Wealth Partners’s Altria Group MO Stock Holding History

Destiny 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	–	Sell	-4,703	Closed	-$310K	–	738
2026 Q1	$310K	Buy	+4,703	New	+$303K	0.03%	179
2023 Q1	–	Sell	-1,156	Closed	-$52.8K	–	452
2022 Q4	$52.8K	Sell	1,156 -5,880	-84%	-$266K	0.01%	290
2022 Q3	$284K	Buy	7,036 +6,123	+671%	+$267K	0.06%	146
2022 Q2	$38K	Buy	913 +14	+2%	+$725	0.01%	302
2022 Q1	$47K	Buy	899 +16	+2%	+$815	0.01%	318
2021 Q4	$42K	Buy	883 +17	+2%	+$779	0.01%	334
2021 Q3	$39K	Buy	+866	New	+$41.8K	0.01%	324
2021 Q2	–	Sell	-836	Closed	-$43K	–	377
2021 Q1	$43K	Buy	836 +17	+2%	+$762	0.01%	287
2020 Q4	$34K	Buy	+819	New	+$32.9K	0.01%	320

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Altria Group (MO) in Q2 2026, closing a stake of 4,703 shares — an estimated $310K sold.

Destiny Wealth Partners first reported a position in MO in Q4 2020 and held it in 9 quarters. The position peaked at $310K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Destiny Wealth Partners reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 4,703 Altria Group shares in Q2 2026, an estimated $310K.
Destiny Wealth Partners first reported a position in Altria Group in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Altria Group position peaked at $310K in Q1 2026.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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