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Fourth Dimension Wealth’s Altria Group MO Stock Holding History

Fourth Dimension 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 		$196K Hold
2,728
– – 0.06% 156
2026
Q1 		$180K Buy
2,728
+120
+5% +$7.72K 0.07% 140
2025
Q4 		$150K Buy
2,608
+250
+11% +$15.1K 0.05% 154
2025
Q3 		$156K Hold
2,358
– – 0.06% 146
2025
Q2 		$138K Buy
2,358
+30
+1% +$1.76K 0.06% 158
2025
Q1 		$140K Buy
2,328
+500
+27% +$27.3K 0.07% 127
2024
Q4 		$95.6K Buy
+1,828
New +$97.4K 0.05% 160

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

Fourth Dimension Wealth's MO Position: Q2 2026 in Review

Fourth Dimension Wealth held its Altria Group (MO) position steady in Q2 2026 at 2,728 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #156.

Fourth Dimension Wealth 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.

  • Fourth Dimension Wealth held 2,728 shares of Altria Group worth $196K as of Q2 2026.
  • Fourth Dimension Wealth left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.06% of Fourth Dimension Wealth's portfolio in Q2 2026, its #156 holding.
  • Fourth Dimension Wealth 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.