Highline Wealth Partners’s Altria Group MO Stock Holding History

Highline Wealth Partners’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	$36.5K	Buy	507 +37	+8%	+$2.58K	0.01%	284
2026 Q1	$31K	Buy	470 +111	+31%	+$7.14K	0.01%	230
2025 Q4	$20.7K	Buy	359 +14	+4%	+$845	0.01%	254
2025 Q3	$22.8K	Buy	345 +138	+67%	+$8.74K	0.01%	252
2025 Q2	$12.1K	Buy	207 +40	+24%	+$2.35K	﹤0.01%	305
2025 Q1	$10K	Buy	167 +32	+24%	+$1.75K	﹤0.01%	311
2024 Q4	$7.06K	Buy	135 +47	+53%	+$2.5K	﹤0.01%	288
2024 Q3	$4.49K	Buy	88 +51	+138%	+$2.58K	﹤0.01%	351
2024 Q2	$1.69K	Buy	+37	New	+$1.64K	﹤0.01%	416
2023 Q1	–	Sell	-285	Closed	-$13.1K	–	347
2022 Q4	$13K	Buy	+285	New	+$12.9K	0.01%	146

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Highline Wealth Partners's MO Position: Q2 2026 in Review

Highline Wealth Partners increased its Altria Group (MO) stake by 7.9% in Q2 2026, buying an estimated $2.58K and bringing the position to 507 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #284.

Highline Wealth Partners first reported a position in MO in Q4 2022 and has held it in 10 quarters since. 593 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Highline Wealth Partners held 507 shares of Altria Group worth $36.5K as of Q2 2026.
Highline Wealth Partners bought 37 Altria Group shares in Q2 2026, an estimated $2.58K.
Altria Group made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #284 holding.
Highline Wealth Partners first reported a position in Altria Group in Q4 2022 and has held it in 10 quarters since.
593 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.