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DiNuzzo Private Wealth’s Altria Group MO Stock Holding History

DiNuzzo Private Wealth’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 		$3.81K Hold
53
– – ﹤0.01% 477
2026
Q1 		$3.5K Sell
53
-1
-2% -$64 ﹤0.01% 469
2025
Q4 		$3.11K Hold
54
– – ﹤0.01% 494
2025
Q3 		$3.63K Sell
54
-1
-2% -$63 ﹤0.01% 446
2025
Q2 		$3.23K Sell
55
-1,897
-97% -$111K ﹤0.01% 469
2025
Q1 		$117K Sell
1,952
-1
-0.1% -$55 0.01% 90
2024
Q4 		$102K Sell
1,953
-2
-0.1% -$107 0.01% 97
2024
Q3 		$99.8K Buy
1,955
+1
+0.1% +$51 0.01% 102
2024
Q2 		$89K Buy
1,954
+16
+0.8% +$710 0.01% 77
2024
Q1 		$84.5K Buy
1,938
+1,896
+4,514% +$78.6K 0.01% 74
2023
Q4 		$1.7K Buy
+42
New +$1.74K ﹤0.01% 507

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

DiNuzzo Private Wealth's MO Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Altria Group (MO) position steady in Q2 2026 at 53 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

DiNuzzo Private Wealth first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $117K in Q1 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • DiNuzzo Private Wealth held 53 shares of Altria Group worth $3.81K as of Q2 2026.
  • DiNuzzo Private Wealth left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #477 holding.
  • DiNuzzo Private Wealth first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Altria Group position peaked at $117K in Q1 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.