Gerber Kawasaki Wealth & Investment Management’s Altria Group MO Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$243K	Buy	3,377 +178	+6%	+$12.4K	0.01%	327
2026 Q1	$211K	Sell	3,199 -295	-8%	-$19K	0.01%	327
2025 Q4	$201K	Buy	3,494 +23	+0.7%	+$1.39K	0.01%	327
2025 Q3	$229K	Buy	+3,471	New	+$220K	0.01%	298
2021 Q4	–	Sell	-1,415	Closed	-$64K	–	771
2021 Q3	$64K	Buy	+1,415	New	+$68.3K	0.01%	291
2021 Q1	–	Sell	-6,405	Closed	-$262K	–	229
2020 Q4	$262K	Buy	6,405 +285	+5%	+$11.4K	0.04%	145
2020 Q3	$236K	Buy	+6,120	New	+$255K	0.05%	111

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MO Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Altria Group (MO) stake by 5.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,377 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #327.

Gerber Kawasaki Wealth & Investment Management first reported a position in MO in Q3 2020 and has held it in 7 quarters since. The position peaked at $262K in Q4 2020. 1,969 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 3,377 shares of Altria Group worth $243K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 178 Altria Group shares in Q2 2026, an estimated $12.4K.
Altria Group made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #327 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Altria Group in Q3 2020 and has held it in 7 quarters since.
Gerber Kawasaki Wealth & Investment Management's Altria Group position peaked at $262K in Q4 2020.
1,969 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.