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Founders Grove Wealth Partners’s Altria Group MO Stock Holding History

Founders Grove Wealth Partners’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 		$475K Buy
6,596
+400
+6% +$27.9K 0.09% 114
2026
Q1 		$409K Buy
6,196
+39
+0.6% +$2.51K 0.09% 111
2025
Q4 		$355K Buy
6,157
+376
+7% +$22.7K 0.08% 115
2025
Q3 		$382K Buy
5,781
+165
+3% +$10.5K 0.09% 112
2025
Q2 		$329K Sell
5,616
-36
-0.6% -$2.11K 0.08% 110
2025
Q1 		$339K Buy
5,652
+135
+2% +$7.37K 0.09% 97
2024
Q4 		$288K Buy
+5,517
New +$294K 0.08% 102

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

Founders Grove Wealth Partners's MO Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Altria Group (MO) stake by 6.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 6,596 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #114.

Founders Grove Wealth Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Founders Grove Wealth Partners held 6,596 shares of Altria Group worth $475K as of Q2 2026.
  • Founders Grove Wealth Partners bought 400 Altria Group shares in Q2 2026, an estimated $27.9K.
  • Altria Group made up 0.09% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Founders Grove Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.