Global Wealth Strategies & Associates’s Altria Group MO Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-300	Closed	-$19.8K	–	308
2026 Q1	$19.8K	Sell	300 -4	-1%	-$257	﹤0.01%	244
2025 Q4	$17.5K	Buy	304 +4	+1%	+$242	﹤0.01%	250
2025 Q3	$19.8K	Hold	300	–	–	0.01%	220
2025 Q2	$17.6K	Sell	300 -58	-16%	-$3.41K	0.01%	174
2025 Q1	$21.5K	Buy	358 +58	+19%	+$3.17K	0.01%	180
2024 Q4	$15.7K	Hold	300	–	–	﹤0.01%	185
2024 Q3	$15.3K	Hold	300	–	–	0.01%	159
2024 Q2	$13.7K	Hold	300	–	–	﹤0.01%	149
2024 Q1	$13.1K	Hold	300	–	–	﹤0.01%	157
2023 Q4	$12.1K	Hold	300	–	–	0.01%	151
2023 Q3	$12.6K	Hold	300	–	–	0.01%	144
2023 Q2	$13.6K	Hold	300	–	–	0.01%	141
2023 Q1	$13.4K	Hold	300	–	–	0.01%	137
2022 Q4	$13.7K	Buy	+300	New	+$13.6K	0.01%	130

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Global Wealth Strategies & Associates's MO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Altria Group (MO) in Q2 2026, closing a stake of 300 shares — an estimated $19.8K sold.

Global Wealth Strategies & Associates first reported a position in MO in Q4 2022 and held it in 14 quarters. The position peaked at $21.5K in Q1 2025. 998 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 300 Altria Group shares in Q2 2026, an estimated $19.8K.
Global Wealth Strategies & Associates first reported a position in Altria Group in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Altria Group position peaked at $21.5K in Q1 2025.
998 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.