Global Wealth Management Investment Advisory’s Altria Group MO Stock Holding History

Global Wealth Management Investment Advisory’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	$245K	Sell	3,401 -50	-1%	-$3.49K	0.03%	149
2026 Q1	$228K	Sell	3,451 -142	-4%	-$9.14K	0.04%	148
2025 Q4	$207K	Sell	3,593 -50	-1%	-$3.02K	0.03%	149
2025 Q3	$241K	Sell	3,643 -718	-16%	-$45.5K	0.04%	142
2025 Q2	$256K	Buy	4,361 +468	+12%	+$27.5K	0.05%	134
2025 Q1	$234K	Sell	3,893 -500	-11%	-$27.3K	0.05%	131
2024 Q4	$230K	Sell	4,393 -500	-10%	-$26.6K	0.05%	131
2024 Q3	$250K	Buy	+4,893	New	+$247K	0.05%	127
2024 Q1	–	Sell	-4,193	Closed	-$169K	–	324
2023 Q4	$169K	Sell	4,193 -280	-6%	-$11.6K	0.04%	134
2023 Q3	$188K	Buy	4,473 +80	+2%	+$3.54K	0.05%	134
2023 Q2	$199K	Buy	+4,393	New	+$199K	0.05%	136
2023 Q1	–	Sell	-4,425	Closed	-$202K	–	135
2022 Q4	$202K	Buy	+4,425	New	+$200K	0.07%	128
2022 Q3	–	Sell	-4,393	Closed	-$183K	–	342
2022 Q2	$183K	Sell	4,393 -11	-0.2%	-$570	0.06%	136
2022 Q1	$230K	Sell	4,404 -200	-4%	-$10.2K	0.07%	137
2021 Q4	$218K	Sell	4,604 -1,000	-18%	-$45.8K	0.07%	136
2021 Q3	$255K	Hold	5,604	–	–	0.08%	124
2021 Q2	$267K	Sell	5,604 -22	-0.4%	-$1.08K	0.09%	115
2021 Q1	$288K	Sell	5,626 -62	-1%	-$2.78K	0.1%	110
2020 Q4	$233K	Buy	5,688 +30	+0.5%	+$1.21K	0.09%	104
2020 Q3	$219K	Sell	5,658 -2,088	-27%	-$86.9K	0.09%	104
2020 Q2	$304K	Sell	7,746 -796	-9%	-$31.1K	0.13%	100
2020 Q1	$330K	Sell	8,542 -26,447	-76%	-$1.17M	0.17%	87
2019 Q4	$1.75M	Sell	34,989 -22,029	-39%	-$1.04M	0.74%	54
2019 Q3	$2.33M	Buy	57,018 +3,822	+7%	+$176K	1.07%	31
2019 Q2	$2.52M	Buy	53,196 +7,735	+17%	+$405K	1.22%	29
2019 Q1	$2.61M	Sell	45,461 -591	-1%	-$30.2K	1.36%	24
2018 Q4	$2.27M	Buy	+46,052	New	+$2.67M	1.32%	15

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

Global Wealth Management Investment Advisory's MO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Altria Group (MO) stake by 1.4% in Q2 2026, selling an estimated $3.49K and leaving 3,401 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #149.

Global Wealth Management Investment Advisory first reported a position in MO in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.61M in Q1 2019. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Global Wealth Management Investment Advisory held 3,401 shares of Altria Group worth $245K as of Q2 2026.
Global Wealth Management Investment Advisory sold 50 Altria Group shares in Q2 2026, an estimated $3.49K.
Altria Group made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #149 holding.
Global Wealth Management Investment Advisory first reported a position in Altria Group in Q4 2018 and has held it in 27 quarters since.
Global Wealth Management Investment Advisory's Altria Group position peaked at $2.61M in Q1 2019.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.