Grant Private Wealth Management’s Altria Group MO Stock Holding History

Grant Private 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	$701K	Buy	9,744 +2,386	+32%	+$167K	0.3%	67
2026 Q1	$486K	Buy	7,358 +1,792	+32%	+$115K	0.26%	79
2025 Q4	$321K	Buy	5,566 +1,704	+44%	+$103K	0.19%	100
2025 Q3	$255K	Sell	3,862 -1,694	-30%	-$107K	0.16%	115
2025 Q2	$326K	Buy	5,556 +1,694	+44%	+$99.5K	0.18%	52
2025 Q1	$232K	Hold	3,862	–	–	0.25%	110
2024 Q4	$202K	Buy	+3,862	New	+$206K	0.22%	110

Other funds holding MO

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

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Grant Private Wealth Management's MO Position: Q2 2026 in Review

Grant Private Wealth Management increased its Altria Group (MO) stake by 32% in Q2 2026, buying an estimated $167K and bringing the position to 9,744 shares worth $701K. The position accounts for 0.3% of the portfolio, ranked #67.

Grant Private Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Grant Private Wealth Management held 9,744 shares of Altria Group worth $701K as of Q2 2026.
Grant Private Wealth Management bought 2,386 Altria Group shares in Q2 2026, an estimated $167K.
Altria Group made up 0.3% of Grant Private Wealth Management's portfolio in Q2 2026, its #67 holding.
Grant Private Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.