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Golden State Wealth Management’s Altria Group MO Stock Holding History

Golden State Wealth 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 		$344K Sell
4,778
-217
-4% -$15.1K 0.03% 333
2026
Q1 		$330K Sell
4,995
-76
-1% -$4.89K 0.04% 313
2025
Q4 		$292K Sell
5,071
-7
-0.1% -$423 0.03% 329
2025
Q3 		$335K Buy
5,078
+3
+0.1% +$190 0.04% 299
2025
Q2 		$298K Sell
5,075
-597
-11% -$35.1K 0.04% 303
2025
Q1 		$340K Buy
5,672
+113
+2% +$6.17K 0.05% 274
2024
Q4 		$291K Buy
+5,559
New +$296K 0.04% 274
2022
Q1 		$353K Sell
6,761
-1,110
-14% -$56.5K 0.07% 218
2021
Q4 		$373K Buy
7,871
+331
+4% +$15.2K 0.06% 258
2021
Q3 		$343K Sell
7,540
-711
-9% -$34.3K 0.07% 210
2021
Q2 		$393K Buy
8,251
+412
+5% +$20.2K 0.09% 192
2021
Q1 		$401K Sell
7,839
-3,361
-30% -$151K 0.13% 118
2020
Q4 		$459K Sell
11,200
-5,478
-33% -$220K 0.13% 134
2020
Q3 		$644K Sell
16,678
-5,547
-25% -$231K 0.22% 75
2020
Q2 		$872K Buy
22,225
+344
+2% +$13.4K 0.28% 58
2020
Q1 		$846K Buy
21,881
+16,877
+337% +$749K 0.37% 44
2019
Q4 		$250K Sell
5,004
-21,879
-81% -$1.03M 0.05% 49
2019
Q3 		$1.1M Buy
26,883
+15,228
+131% +$700K 0.36% 55
2019
Q2 		$551K Sell
11,655
-227
-2% -$11.9K 0.17% 110
2019
Q1 		$682K Buy
+11,882
New +$607K 0.23% 95

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

Golden State Wealth Management's MO Position: Q2 2026 in Review

Golden State Wealth Management reduced its Altria Group (MO) stake by 4.3% in Q2 2026, selling an estimated $15.1K and leaving 4,778 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #333.

Golden State Wealth Management first reported a position in MO in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.1M in Q3 2019. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Golden State Wealth Management held 4,778 shares of Altria Group worth $344K as of Q2 2026.
  • Golden State Wealth Management sold 217 Altria Group shares in Q2 2026, an estimated $15.1K.
  • Altria Group made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Golden State Wealth Management first reported a position in Altria Group in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Altria Group position peaked at $1.1M in Q3 2019.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.