GM
MO icon

GeoWealth Management’s Altria Group MO Stock Holding History

GeoWealth Management’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 		$1.2M Buy
16,656
+1,537
+10% +$107K 0.04% 279
2026
Q1 		$998K Buy
15,119
+5,935
+65% +$382K 0.04% 288
2025
Q4 		$530K Buy
9,184
+1,854
+25% +$112K 0.02% 420
2025
Q3 		$484K Buy
7,330
+386
+6% +$24.5K 0.02% 459
2025
Q2 		$407K Buy
6,944
+1,034
+17% +$60.7K 0.02% 454
2025
Q1 		$355K Sell
5,910
-3,839
-39% -$210K 0.01% 501
2024
Q4 		$510K Sell
9,749
-903
-8% -$48.1K 0.02% 462
2024
Q3 		$544K Buy
10,652
+136
+1% +$6.87K 0.02% 451
2024
Q2 		$479K Buy
10,516
+2,535
+32% +$112K 0.02% 441
2024
Q1 		$348K Buy
7,981
+1,376
+21% +$57.1K 0.01% 531
2023
Q4 		$266K Buy
6,605
+6,549
+11,695% +$271K 0.02% 435
2023
Q3 		$2K Buy
56
+5
+10% +$221 ﹤0.01% 473
2023
Q2 		$2K Sell
51
-120
-70% -$5.43K ﹤0.01% 432
2023
Q1 		$7K Buy
+171
New +$7.86K ﹤0.01% 349
2019
Q4 		– Sell
-5,208
Closed -$213K – 163
2019
Q3 		$213K Buy
+5,208
New +$240K 0.05% 195

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

GeoWealth Management's MO Position: Q2 2026 in Review

GeoWealth Management increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $107K and bringing the position to 16,656 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #279.

GeoWealth Management first reported a position in MO in Q3 2019 and has held it in 15 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • GeoWealth Management held 16,656 shares of Altria Group worth $1.2M as of Q2 2026.
  • GeoWealth Management bought 1,537 Altria Group shares in Q2 2026, an estimated $107K.
  • Altria Group made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #279 holding.
  • GeoWealth Management first reported a position in Altria Group in Q3 2019 and has held it in 15 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.