Focus Partners Wealth
MO icon

Focus Partners Wealth’s Altria Group MO Stock Holding History

Focus Partners 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 		$54M Buy
749,469
+19,069
+3% +$1.33M 0.06% 302
2026
Q1 		$48.3M Buy
730,400
+348
+0% +$22.4K 0.05% 294
2025
Q4 		$42.3M Buy
730,052
+140,658
+24% +$8.49M 0.05% 325
2025
Q3 		$39M Buy
589,394
+365,826
+164% +$23.2M 0.06% 257
2025
Q2 		$13.2M Buy
223,568
+20,981
+10% +$1.23M 0.03% 447
2025
Q1 		$12.2M Buy
202,587
+16,203
+9% +$885K 0.03% 433
2024
Q4 		$9.81M Buy
186,384
+78,438
+73% +$4.18M 0.03% 465
2024
Q3 		$5.51M Sell
107,946
-20,589
-16% -$1.04M 0.02% 537
2024
Q2 		$5.86M Buy
128,535
+82,077
+177% +$3.64M 0.02% 473
2024
Q1 		$2.03M Buy
46,458
+19,133
+70% +$793K 0.02% 480
2023
Q4 		$1.1M Buy
+27,325
New +$1.13M 0.01% 435

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

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

Focus Partners Wealth increased its Altria Group (MO) stake by 2.6% in Q2 2026, buying an estimated $1.33M and bringing the position to 749,469 shares worth $54M. The position accounts for 0.06% of the portfolio, ranked #302.

Focus Partners Wealth first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Focus Partners Wealth held 749,469 shares of Altria Group worth $54M as of Q2 2026.
  • Focus Partners Wealth bought 19,069 Altria Group shares in Q2 2026, an estimated $1.33M.
  • Altria Group made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #302 holding.
  • Focus Partners Wealth first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.