Drive Wealth Management’s Altria Group MO Stock Holding History

Drive 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	$317K	Buy	4,343 +464	+12%	+$32.4K	0.06%	295
2026 Q1	$260K	Sell	3,879 -226	-6%	-$14.5K	0.05%	285
2025 Q4	$241K	Buy	4,105 +604	+17%	+$36.5K	0.05%	316
2025 Q3	$235K	Buy	+3,501	New	+$222K	0.05%	294
2023 Q4	–	Sell	-5,009	Closed	-$216K	–	318
2023 Q3	$216K	Sell	5,009 -935	-16%	-$41.3K	0.08%	232
2023 Q2	$275K	Sell	5,944 -793	-12%	-$35.9K	0.1%	191
2023 Q1	$307K	Sell	6,737 -715	-10%	-$32.9K	0.13%	169
2022 Q4	$348K	Buy	+7,452	New	+$338K	0.17%	142

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

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

Drive Wealth Management increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,343 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #295.

Drive Wealth Management first reported a position in MO in Q4 2022 and has held it in 8 quarters since. The position peaked at $348K in Q4 2022. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Drive Wealth Management held 4,343 shares of Altria Group worth $317K as of Q2 2026.
Drive Wealth Management bought 464 Altria Group shares in Q2 2026, an estimated $32.4K.
Altria Group made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #295 holding.
Drive Wealth Management first reported a position in Altria Group in Q4 2022 and has held it in 8 quarters since.
Drive Wealth Management's Altria Group position peaked at $348K in Q4 2022.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.