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Diversify Wealth Management’s Altria Group MO Stock Holding History

Diversify 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 		$6.73M Buy
92,376
+1,208
+1% +$84.3K 0.11% 185
2026
Q1 		$6.22M Buy
91,168
+85,198
+1,427% +$5.48M 0.11% 184
2025
Q4 		$359K Buy
5,970
+623
+12% +$37.6K 0.02% 503
2025
Q3 		$303K Buy
5,347
+155
+3% +$9.82K 0.02% 454
2025
Q2 		$343K Buy
5,192
+464
+10% +$27.3K 0.02% 434
2025
Q1 		$278K Buy
4,728
+448
+10% +$24.5K 0.02% 446
2024
Q4 		$218K Buy
+4,280
New +$228K 0.02% 478

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Altria Group (MO) stake by 1.3% in Q2 2026, buying an estimated $84.3K and bringing the position to 92,376 shares worth $6.73M. The position accounts for 0.11% of the portfolio, ranked #185.

Diversify Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Diversify Wealth Management held 92,376 shares of Altria Group worth $6.73M as of Q2 2026.
  • Diversify Wealth Management bought 1,208 Altria Group shares in Q2 2026, an estimated $84.3K.
  • Altria Group made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Diversify Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.