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Gentry Private Wealth’s Altria Group MO Stock Holding History

Gentry Private 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 		$382K Sell
5,316
-381
-7% -$26.6K 0.2% 67
2026
Q1 		$376K Sell
5,697
-647
-10% -$41.6K 0.23% 66
2025
Q4 		$366K Sell
6,344
-1,252
-16% -$75.6K 0.23% 71
2025
Q3 		$502K Buy
7,596
+77
+1% +$4.88K 0.35% 51
2025
Q2 		$441K Buy
7,519
+65
+0.9% +$3.82K 0.34% 62
2025
Q1 		$447K Buy
+7,454
New +$407K 0.37% 61
2024
Q4 		– Sell
-6,987
Closed -$357K – 60
2024
Q3 		$357K Sell
6,987
-256
-4% -$12.9K 0.29% 62
2024
Q2 		$330K Buy
+7,243
New +$321K 0.29% 61

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

Gentry Private Wealth's MO Position: Q2 2026 in Review

Gentry Private Wealth reduced its Altria Group (MO) stake by 6.7% in Q2 2026, selling an estimated $26.6K and leaving 5,316 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #67.

Gentry Private Wealth first reported a position in MO in Q2 2024 and has held it in 8 quarters since. The position peaked at $502K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Gentry Private Wealth held 5,316 shares of Altria Group worth $382K as of Q2 2026.
  • Gentry Private Wealth sold 381 Altria Group shares in Q2 2026, an estimated $26.6K.
  • Altria Group made up 0.2% of Gentry Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Gentry Private Wealth first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
  • Gentry Private Wealth's Altria Group position peaked at $502K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.