Elevation Wealth Partners’s Altria Group MO Stock Holding History

Elevation Wealth Partners’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	$57.7K	Buy	802 +286	+55%	+$20K	0.02%	271
2026 Q1	$34.1K	Sell	516 -114	-18%	-$7.33K	0.01%	293
2025 Q4	$36.3K	Buy	630 +278	+79%	+$16.8K	0.01%	277
2025 Q3	$23.3K	Buy	352 +79	+29%	+$5K	0.01%	314
2025 Q2	$16K	Hold	273	–	–	0.01%	332
2025 Q1	$16.4K	Hold	273	–	–	0.01%	325
2024 Q4	$14.3K	Hold	273	–	–	0.01%	339
2024 Q3	$13.9K	Hold	273	–	–	0.01%	328
2024 Q2	$12.4K	Sell	273 -424	-61%	-$18.8K	0.01%	329
2024 Q1	$30.4K	Buy	697 +20	+3%	+$829	0.02%	268
2023 Q4	$28.5K	Buy	677 +273	+68%	+$11.3K	0.02%	254
2023 Q3	$17K	Buy	404 +8	+2%	+$353	0.01%	217
2023 Q2	$17.9K	Buy	396 +7	+2%	+$317	0.02%	222
2023 Q1	$17.3K	Buy	+389	New	+$17.9K	0.02%	233

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Elevation Wealth Partners's MO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Altria Group (MO) stake by 55% in Q2 2026, buying an estimated $20K and bringing the position to 802 shares worth $57.7K. The position accounts for 0.02% of the portfolio, ranked #271.

Elevation Wealth Partners first reported a position in MO in Q1 2023 and has held it in 14 quarters since. 1,093 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Elevation Wealth Partners held 802 shares of Altria Group worth $57.7K as of Q2 2026.
Elevation Wealth Partners bought 286 Altria Group shares in Q2 2026, an estimated $20K.
Altria Group made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #271 holding.
Elevation Wealth Partners first reported a position in Altria Group in Q1 2023 and has held it in 14 quarters since.
1,093 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.