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High Note Wealth’s Altria Group MO Stock Holding History

High Note Wealth’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 		$18.7K Buy
260
+126
+94% +$8.79K ﹤0.01% 302
2026
Q1 		$8.84K Buy
134
+49
+58% +$3.15K ﹤0.01% 401
2025
Q4 		$4.9K Buy
85
+27
+47% +$1.63K ﹤0.01% 515
2025
Q3 		$3.83K Buy
58
+6
+12% +$380 ﹤0.01% 577
2025
Q2 		$3.05K Hold
52
– – ﹤0.01% 605
2025
Q1 		$3.12K Hold
52
– – ﹤0.01% 582
2024
Q4 		$2.72K Buy
+52
New +$2.77K ﹤0.01% 636

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

High Note Wealth's MO Position: Q2 2026 in Review

High Note Wealth increased its Altria Group (MO) stake by 94% in Q2 2026, buying an estimated $8.79K and bringing the position to 260 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

High Note Wealth first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • High Note Wealth held 260 shares of Altria Group worth $18.7K as of Q2 2026.
  • High Note Wealth bought 126 Altria Group shares in Q2 2026, an estimated $8.79K.
  • Altria Group made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #302 holding.
  • High Note Wealth first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.