Garrett Wealth Advisory Group’s Altria Group MO Stock Holding History

Garrett Wealth Advisory Group’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	$332K	Buy	4,609 +253	+6%	+$17.7K	0.05%	113
2026 Q1	$287K	Buy	+4,356	New	+$280K	0.05%	110
2025 Q4	–	Sell	-3,679	Closed	-$243K	–	123
2025 Q3	$243K	Sell	3,679 -78	-2%	-$4.94K	0.05%	103
2025 Q2	$220K	Buy	3,757 +13	+0.3%	+$763	0.05%	104
2025 Q1	$225K	Buy	+3,744	New	+$204K	0.05%	101
2024 Q4	–	Sell	-3,992	Closed	-$204K	–	104
2024 Q3	$204K	Buy	+3,992	New	+$202K	0.05%	98
2019 Q4	–	Sell	-3,706	Closed	-$152K	–	418
2019 Q3	$152K	Buy	+3,706	New	+$170K	0.11%	62
2019 Q2	–	Sell	-3,745	Closed	-$216K	–	52
2019 Q1	$216K	Buy	+3,745	New	+$191K	0.18%	48

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

Garrett Wealth Advisory Group's MO Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Altria Group (MO) stake by 5.8% in Q2 2026, buying an estimated $17.7K and bringing the position to 4,609 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #113.

Garrett Wealth Advisory Group first reported a position in MO in Q1 2019 and has held it in 8 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Garrett Wealth Advisory Group held 4,609 shares of Altria Group worth $332K as of Q2 2026.
Garrett Wealth Advisory Group bought 253 Altria Group shares in Q2 2026, an estimated $17.7K.
Altria Group made up 0.05% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #113 holding.
Garrett Wealth Advisory Group first reported a position in Altria Group in Q1 2019 and has held it in 8 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.