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Dogwood Wealth Management’s Altria Group MO Stock Holding History

Dogwood 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 		$141K Sell
1,966
-156
-7% -$10.9K 0.06% 89
2026
Q1 		$140K Buy
2,122
+129
+6% +$8.3K 0.06% 102
2025
Q4 		$115K Sell
1,993
-1,859
-48% -$112K 0.05% 100
2025
Q3 		$254K Buy
3,852
+3,343
+657% +$212K 0.12% 88
2025
Q2 		$30.3K Buy
509
+120
+31% +$7.05K 0.01% 146
2025
Q1 		$23.3K Buy
389
+18
+5% +$983 0.01% 144
2024
Q4 		$19.4K Buy
371
+7
+2% +$373 0.01% 154
2024
Q3 		$18.6K Buy
364
+7
+2% +$354 0.01% 145
2024
Q2 		$16.3K Buy
357
+8
+2% +$355 0.01% 149
2024
Q1 		$15.2K Buy
349
+8
+2% +$332 0.01% 167
2023
Q4 		$13.8K Buy
+341
New +$14.1K 0.01% 156

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

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

Dogwood Wealth Management reduced its Altria Group (MO) stake by 7.4% in Q2 2026, selling an estimated $10.9K and leaving 1,966 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #89.

Dogwood Wealth Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $254K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dogwood Wealth Management held 1,966 shares of Altria Group worth $141K as of Q2 2026.
  • Dogwood Wealth Management sold 156 Altria Group shares in Q2 2026, an estimated $10.9K.
  • Altria Group made up 0.06% of Dogwood Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Dogwood Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Altria Group position peaked at $254K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.