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Iams Wealth Management’s Altria Group MO Stock Holding History

Iams 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 		$711K Buy
9,876
+2,614
+36% +$182K 0.21% 124
2026
Q1 		$479K Buy
7,262
+443
+6% +$28.5K 0.17% 143
2025
Q4 		$393K Buy
6,819
+1,490
+28% +$90K 0.14% 136
2025
Q3 		$352K Buy
5,329
+1,153
+28% +$73K 0.14% 141
2025
Q2 		$245K Buy
4,176
+691
+20% +$40.6K 0.11% 150
2025
Q1 		$209K Buy
+3,485
New +$190K 0.1% 153

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

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

Iams Wealth Management increased its Altria Group (MO) stake by 36% in Q2 2026, buying an estimated $182K and bringing the position to 9,876 shares worth $711K. The position accounts for 0.21% of the portfolio, ranked #124.

Iams Wealth Management first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Iams Wealth Management held 9,876 shares of Altria Group worth $711K as of Q2 2026.
  • Iams Wealth Management bought 2,614 Altria Group shares in Q2 2026, an estimated $182K.
  • Altria Group made up 0.21% of Iams Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Iams Wealth Management first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.