Finer Wealth Management’s Altria Group MO Stock Holding History

Finer 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	$2.11M	Buy	29,368 +3,246	+12%	+$227K	0.94%	27
2026 Q1	$1.72M	Buy	26,122 +5,362	+26%	+$345K	0.86%	29
2025 Q4	$1.2M	Hold	20,760	–	–	0.58%	37
2025 Q3	$1.37M	Sell	20,760 -661	-3%	-$41.9K	0.68%	34
2025 Q2	$1.26M	Buy	21,421 +358	+2%	+$21K	0.67%	33
2025 Q1	$1.26M	Hold	21,063	–	–	0.76%	31
2024 Q4	$1.1M	Sell	21,063 -83	-0.4%	-$4.42K	0.63%	36
2024 Q3	$1.08M	Buy	21,146 +8,443	+66%	+$427K	0.67%	32
2024 Q2	$579K	Sell	12,703 -2,842	-18%	-$126K	0.37%	49
2024 Q1	$678K	Sell	15,545 -67	-0.4%	-$2.78K	0.45%	44
2023 Q4	$630K	Sell	15,612 -2,056	-12%	-$85K	0.47%	46
2023 Q3	$743K	Hold	17,668	–	–	0.59%	40
2023 Q2	$800K	Hold	17,668	–	–	0.63%	38
2023 Q1	$788K	Hold	17,668	–	–	0.67%	38
2022 Q4	$808K	Buy	17,668 +2,547	+17%	+$115K	0.76%	36
2022 Q3	$611K	Hold	15,121	–	–	0.6%	41
2022 Q2	$632K	Buy	15,121 +7,282	+93%	+$377K	0.58%	45
2022 Q1	$410K	Sell	7,839 -1,120	-13%	-$57K	0.33%	59
2021 Q4	$425K	Buy	+8,959	New	+$411K	0.35%	59

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

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

Finer Wealth Management increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 29,368 shares worth $2.11M. The position accounts for 0.94% of the portfolio, ranked #27.

Finer Wealth Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Finer Wealth Management held 29,368 shares of Altria Group worth $2.11M as of Q2 2026.
Finer Wealth Management bought 3,246 Altria Group shares in Q2 2026, an estimated $227K.
Altria Group made up 0.94% of Finer Wealth Management's portfolio in Q2 2026, its #27 holding.
Finer Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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