Greenhouse Wealth Management’s Altria Group MO Stock Holding History

Greenhouse 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	$370K	Hold	5,142	–	–	0.26%	33
2026 Q1	$339K	Hold	5,142	–	–	0.21%	42
2025 Q4	$296K	Buy	5,142 +150	+3%	+$9.06K	0.18%	46
2025 Q3	$330K	Hold	4,992	–	–	0.2%	44
2025 Q2	$293K	Hold	4,992	–	–	0.19%	43
2025 Q1	$300K	Hold	4,992	–	–	0.22%	41
2024 Q4	$261K	Hold	4,992	–	–	0.17%	49
2024 Q3	$255K	Hold	4,992	–	–	0.17%	52
2024 Q2	$227K	Hold	4,992	–	–	0.17%	53
2024 Q1	$218K	Hold	4,992	–	–	0.16%	54
2023 Q4	$201K	Hold	4,992	–	–	0.16%	54
2023 Q3	$210K	Hold	4,992	–	–	0.19%	51
2023 Q2	$226K	Hold	4,992	–	–	0.2%	50
2023 Q1	$223K	Hold	4,992	–	–	0.21%	48
2022 Q4	$228K	Hold	4,992	–	–	0.23%	47
2022 Q3	$202K	Hold	4,992	–	–	0.22%	48
2022 Q2	$209K	Hold	4,992	–	–	0.22%	49
2022 Q1	$261K	Hold	4,992	–	–	0.24%	41
2021 Q4	$237K	Hold	4,992	–	–	0.21%	44
2021 Q3	$227K	Hold	4,992	–	–	0.22%	45
2021 Q2	$238K	Sell	4,992 -3,893	-44%	-$191K	0.22%	43
2021 Q1	$455K	Buy	8,885 +80	+0.9%	+$3.58K	0.45%	32
2020 Q4	$361K	Buy	+8,805	New	+$354K	0.36%	36

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

Greenhouse Wealth Management's MO Position: Q2 2026 in Review

Greenhouse Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 5,142 shares worth $370K. The position accounts for 0.26% of the portfolio, ranked #33.

Greenhouse Wealth Management first reported a position in MO in Q4 2020 and has held it in 23 quarters since. The position peaked at $455K in Q1 2021. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Greenhouse Wealth Management held 5,142 shares of Altria Group worth $370K as of Q2 2026.
Greenhouse Wealth Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.26% of Greenhouse Wealth Management's portfolio in Q2 2026, its #33 holding.
Greenhouse Wealth Management first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
Greenhouse Wealth Management's Altria Group position peaked at $455K in Q1 2021.
2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.