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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Altria Group MO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.06M Buy
14,686
+10
+0.1% +$698 0.28% 53
2026
Q1 		$968K Buy
14,676
+14
+0.1% +$901 0.29% 50
2025
Q4 		$845K Buy
14,662
+361
+3% +$21.8K 0.25% 55
2025
Q3 		$945K Sell
14,301
-388
-3% -$24.6K 0.3% 52
2025
Q2 		$861K Sell
14,689
-176
-1% -$10.3K 0.29% 53
2025
Q1 		$892K Sell
14,865
-204
-1% -$11.1K 0.33% 50
2024
Q4 		$788K Buy
15,069
+13,494
+857% +$719K 0.31% 51
2024
Q3 		$80.4K Buy
1,575
+326
+26% +$16.5K 0.04% 177
2024
Q2 		$56.9K Buy
1,249
+27
+2% +$1.2K 0.03% 195
2024
Q1 		$53.3K Sell
1,222
-3,216
-72% -$133K 0.04% 188
2023
Q4 		$179K Buy
4,438
+196
+5% +$8.11K 0.11% 100
2023
Q3 		$178K Sell
4,242
-23,228
-85% -$1.03M 0.13% 87
2023
Q2 		$195K Buy
27,470
+22,508
+454% +$1.02M 0.14% 80
2023
Q1 		$221K Buy
4,962
+243
+5% +$11.2K 0.17% 73
2022
Q4 		$216K Buy
+4,719
New +$214K 0.18% 65

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Altria Group (MO) stake by 0.07% in Q2 2026, buying an estimated $698 and bringing the position to 14,686 shares worth $1.06M. The position accounts for 0.28% of the portfolio, ranked #53.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 14,686 shares of Altria Group worth $1.06M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 10 Altria Group shares in Q2 2026, an estimated $698.
  • Altria Group made up 0.28% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #53 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.