IWM
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IMG Wealth Management’s Altria Group MO Stock Holding History

IMG 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 		$8.49K Buy
118
+65
+123% +$4.54K ﹤0.01% 346
2026
Q1 		$3.5K Buy
53
+43
+430% +$2.77K ﹤0.01% 407
2025
Q4 		$577 Hold
10
– – ﹤0.01% 566
2025
Q3 		$661 Hold
10
– – ﹤0.01% 535
2025
Q2 		$586 Hold
10
– – ﹤0.01% 471
2025
Q1 		$600 Hold
10
– – ﹤0.01% 281
2024
Q4 		$523 Buy
+10
New +$533 ﹤0.01% 248

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

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

IMG Wealth Management increased its Altria Group (MO) stake by 123% in Q2 2026, buying an estimated $4.54K and bringing the position to 118 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

IMG Wealth Management 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.

  • IMG Wealth Management held 118 shares of Altria Group worth $8.49K as of Q2 2026.
  • IMG Wealth Management bought 65 Altria Group shares in Q2 2026, an estimated $4.54K.
  • Altria Group made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #346 holding.
  • IMG Wealth Management 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.