IWA
MO icon

Icon Wealth Advisors’s Altria Group MO Stock Holding History

Icon Wealth Advisors’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 		$356K Sell
4,953
-19,328
-80% -$1.35M 0.02% 316
2026
Q1 		$1.66M Buy
24,281
+3,026
+14% +$195K 0.11% 126
2025
Q4 		$1.23M Sell
21,255
-412
-2% -$24.9K 0.08% 158
2025
Q3 		$1.43M Sell
21,667
-14,705
-40% -$932K 0.1% 145
2025
Q2 		$2.13M Sell
36,372
-5,700
-14% -$335K 0.15% 110
2025
Q1 		$2.53M Buy
42,072
+7,227
+21% +$395K 0.21% 87
2024
Q4 		$1.82M Buy
34,845
+249
+0.7% +$13.3K 0.15% 103
2024
Q3 		$1.77M Buy
34,596
+209
+0.6% +$10.6K 0.15% 103
2024
Q2 		$1.69M Buy
34,387
+2,070
+6% +$91.8K 0.15% 106
2024
Q1 		$1.41M Buy
32,317
+22,731
+237% +$942K 0.13% 122
2023
Q4 		$387K Buy
+9,586
New +$396K 0.04% 226
2022
Q4 		$340K Sell
7,442
-21
-0.3% -$951 0.04% 234
2022
Q3 		$301K Buy
+7,463
New +$326K 0.04% 244

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

Icon Wealth Advisors's MO Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Altria Group (MO) stake by 80% in Q2 2026, selling an estimated $1.35M and leaving 4,953 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #316.

Icon Wealth Advisors first reported a position in MO in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.53M in Q1 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Icon Wealth Advisors held 4,953 shares of Altria Group worth $356K as of Q2 2026.
  • Icon Wealth Advisors sold 19,328 Altria Group shares in Q2 2026, an estimated $1.35M.
  • Altria Group made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • Icon Wealth Advisors first reported a position in Altria Group in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Altria Group position peaked at $2.53M in Q1 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.