Gateway Wealth Partners’s Altria Group MO Stock Holding History

Gateway 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	$1.45M	Sell	20,215 -7,583	-27%	-$529K	0.09%	237
2026 Q1	$1.83M	Buy	27,798 +21,921	+373%	+$1.41M	0.07%	266
2025 Q4	$339K	Buy	5,877 +1,662	+39%	+$100K	0.04%	343
2025 Q3	$278K	Buy	+4,215	New	+$267K	0.04%	338
2025 Q2	–	Sell	-3,398	Closed	-$204K	–	372
2025 Q1	$204K	Sell	3,398 -1,171	-26%	-$63.9K	0.05%	304
2024 Q4	$239K	Buy	4,569 +128	+3%	+$6.82K	0.06%	262
2024 Q3	$227K	Sell	4,441 -98	-2%	-$4.95K	0.06%	254
2024 Q2	$207K	Buy	+4,539	New	+$201K	0.06%	253

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

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

Gateway Wealth Partners reduced its Altria Group (MO) stake by 27% in Q2 2026, selling an estimated $529K and leaving 20,215 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #237.

Gateway Wealth Partners first reported a position in MO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Gateway Wealth Partners held 20,215 shares of Altria Group worth $1.45M as of Q2 2026.
Gateway Wealth Partners sold 7,583 Altria Group shares in Q2 2026, an estimated $529K.
Altria Group made up 0.09% of Gateway Wealth Partners's portfolio in Q2 2026, its #237 holding.
Gateway Wealth Partners first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Altria Group position peaked at $1.83M in Q1 2026.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.