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IAG Wealth Partners’s Altria Group MO Stock Holding History

IAG 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 		$60.9K Buy
846
+10
+1% +$698 0.01% 200
2026
Q1 		$55.2K Buy
836
+13
+2% +$836 0.01% 203
2025
Q4 		$47.5K Buy
823
+131
+19% +$7.91K 0.01% 216
2025
Q3 		$45.7K Buy
692
+12
+2% +$760 0.01% 221
2025
Q2 		$39.9K Sell
680
-48
-7% -$2.82K 0.01% 217
2025
Q1 		$43.7K Buy
728
+73
+11% +$3.99K 0.01% 206
2024
Q4 		$34.3K Sell
655
-187
-22% -$9.96K 0.01% 223
2024
Q3 		$43K Buy
842
+213
+34% +$10.8K 0.01% 202
2024
Q2 		$28.7K Buy
629
+13
+2% +$577 0.01% 231
2024
Q1 		$26.8K Buy
616
+15
+2% +$622 0.01% 216
2023
Q4 		$24.3K Buy
601
+160
+36% +$6.62K 0.01% 215
2023
Q3 		$18.6K Buy
441
+8
+2% +$353 0.01% 232
2023
Q2 		$19.6K Buy
433
+9
+2% +$408 0.01% 242
2023
Q1 		$18.9K Buy
424
+8
+2% +$368 0.01% 232
2022
Q4 		$19K Buy
416
+9
+2% +$408 0.01% 224
2022
Q3 		$16K Sell
407
-92
-18% -$4.01K 0.01% 225
2022
Q2 		$21K Buy
499
+7
+1% +$362 0.01% 201
2022
Q1 		$26K Buy
492
+7
+1% +$357 0.01% 196
2021
Q4 		$23K Sell
485
-3,212
-87% -$147K 0.01% 208
2021
Q3 		$169K Buy
3,697
+3,225
+683% +$156K 0.06% 59
2021
Q2 		$23K Buy
472
+7
+2% +$344 0.01% 182
2021
Q1 		$24K Buy
465
+7
+2% +$314 0.01% 167
2020
Q4 		$19K Buy
458
+8
+2% +$321 0.01% 170
2020
Q3 		$18K Buy
450
+350
+350% +$14.6K 0.01% 168
2020
Q2 		$4K Sell
100
-18
-15% -$702 ﹤0.01% 298
2020
Q1 		$5K Hold
118
– – ﹤0.01% 273
2019
Q4 		$6K Buy
+118
New +$5.57K ﹤0.01% 296

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

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

IAG Wealth Partners increased its Altria Group (MO) stake by 1.2% in Q2 2026, buying an estimated $698 and bringing the position to 846 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #200.

IAG Wealth Partners first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $169K in Q3 2021. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • IAG Wealth Partners held 846 shares of Altria Group worth $60.9K as of Q2 2026.
  • IAG Wealth Partners bought 10 Altria Group shares in Q2 2026, an estimated $698.
  • Altria Group made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • IAG Wealth Partners first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Altria Group position peaked at $169K in Q3 2021.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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