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Elyxium Wealth’s Altria Group MO Stock Holding History

Elyxium Wealth’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 		$1.03M Buy
14,264
+8,423
+144% +$588K 0.11% 125
2026
Q1 		$385K Sell
5,841
-629
-10% -$40.5K 0.12% 115
2025
Q4 		$373K Sell
6,470
-1,239
-16% -$74.8K 0.1% 125
2025
Q3 		$509K Sell
7,709
-1,719
-18% -$109K 0.18% 97
2025
Q2 		$553K Buy
9,428
+3,895
+70% +$229K 0.21% 93
2025
Q1 		$332K Buy
+5,533
New +$302K 0.15% 114

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

Elyxium Wealth's MO Position: Q2 2026 in Review

Elyxium Wealth increased its Altria Group (MO) stake by 144% in Q2 2026, buying an estimated $588K and bringing the position to 14,264 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #125.

Elyxium Wealth first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Elyxium Wealth held 14,264 shares of Altria Group worth $1.03M as of Q2 2026.
  • Elyxium Wealth bought 8,423 Altria Group shares in Q2 2026, an estimated $588K.
  • Altria Group made up 0.11% of Elyxium Wealth's portfolio in Q2 2026, its #125 holding.
  • Elyxium Wealth first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.