Elmwood Wealth Management’s Altria Group MO Stock Holding History

Elmwood 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	$371K	Buy	5,163 +444	+9%	+$31K	0.09%	150
2026 Q1	$311K	Buy	4,719 +64	+1%	+$4.12K	0.09%	150
2025 Q4	$268K	Sell	4,655 -275	-6%	-$16.6K	0.08%	153
2025 Q3	$326K	Buy	4,930 +380	+8%	+$24.1K	0.12%	120
2025 Q2	$267K	Hold	4,550	–	–	0.11%	118
2025 Q1	$273K	Hold	4,550	–	–	0.11%	118
2024 Q4	$238K	Hold	4,550	–	–	0.1%	126
2024 Q3	$232K	Hold	4,550	–	–	0.1%	122
2024 Q2	$207K	Sell	4,550 -47	-1%	-$2.08K	0.09%	120
2024 Q1	$201K	Buy	+4,597	New	+$191K	0.09%	121
2023 Q3	–	Sell	-4,597	Closed	-$208K	–	120
2023 Q2	$208K	Sell	4,597 -20	-0.4%	-$906	0.1%	114
2023 Q1	$206K	Buy	4,617 +20	+0.4%	+$919	0.1%	116
2022 Q4	$210K	Buy	+4,597	New	+$208K	0.1%	114
2022 Q2	–	Sell	-4,597	Closed	-$240K	–	116
2022 Q1	$240K	Hold	4,597	–	–	0.12%	106
2021 Q4	$218K	Buy	+4,597	New	+$211K	0.1%	107
2021 Q2	$193K	Hold	4,047	–	–	0.1%	113
2021 Q1	$207K	Buy	+4,047	New	+$181K	0.13%	103
2020 Q3	$159K	Hold	4,046	–	–	0.13%	93
2020 Q2	$159K	Buy	4,046 +46	+1%	+$1.79K	0.13%	93
2020 Q1	$249K	Buy	+4,000	New	+$178K	0.24%	79
2019 Q4	–	Sell	-4,000	Closed	-$164K	–	187
2019 Q3	$164K	Hold	4,000	–	–	0.17%	83
2019 Q2	$189K	Hold	4,000	–	–	0.17%	84
2019 Q1	$230K	Hold	4,000	–	–	0.21%	78
2018 Q4	$198K	Hold	4,000	–	–	0.19%	87
2018 Q3	$241K	Hold	4,000	–	–	0.2%	85
2018 Q2	$227K	Hold	4,000	–	–	0.21%	87
2018 Q1	$249K	Buy	+4,000	New	+$265K	0.24%	79

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

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

Elmwood Wealth Management increased its Altria Group (MO) stake by 9.4% in Q2 2026, buying an estimated $31K and bringing the position to 5,163 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #150.

Elmwood Wealth Management first reported a position in MO in Q1 2018 and has held it in 27 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Elmwood Wealth Management held 5,163 shares of Altria Group worth $371K as of Q2 2026.
Elmwood Wealth Management bought 444 Altria Group shares in Q2 2026, an estimated $31K.
Altria Group made up 0.09% of Elmwood Wealth Management's portfolio in Q2 2026, its #150 holding.
Elmwood Wealth Management first reported a position in Altria Group in Q1 2018 and has held it in 27 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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