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Dynamic Wealth Strategies’s Altria Group MO Stock Holding History

Dynamic Wealth Strategies’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 		$53.3K Hold
741
– – 0.03% 151
2026
Q1 		$48.9K Hold
741
– – 0.03% 153
2025
Q4 		$42.7K Hold
741
– – 0.03% 146
2025
Q3 		$49K Hold
741
– – 0.03% 129
2025
Q2 		$43.4K Hold
741
– – 0.03% 128
2025
Q1 		$44.5K Buy
+741
New +$40.5K 0.04% 127
2024
Q4 		– Sell
-741
Closed -$38K – 170
2024
Q3 		$38K Hold
741
– – 0.03% 144
2024
Q2 		$34K Hold
741
– – 0.03% 137
2024
Q1 		$32K Hold
741
– – 0.03% 143
2023
Q4 		$29.9K Buy
+741
New +$30.6K 0.03% 135

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

Dynamic Wealth Strategies's MO Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Altria Group (MO) position steady in Q2 2026 at 741 shares worth $53.3K. The position accounts for 0.03% of the portfolio, ranked #151.

Dynamic Wealth Strategies first reported a position in MO in Q4 2023 and has held it in 10 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dynamic Wealth Strategies held 741 shares of Altria Group worth $53.3K as of Q2 2026.
  • Dynamic Wealth Strategies left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #151 holding.
  • Dynamic Wealth Strategies first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.