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Independent Solutions Wealth Management’s Altria Group MO Stock Holding History

Independent Solutions 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 		$4.33M Buy
60,125
+1,308
+2% +$91.3K 0.56% 50
2026
Q1 		$3.88M Buy
58,817
+464
+0.8% +$29.9K 0.57% 45
2025
Q4 		$3.36M Sell
58,353
-1,162
-2% -$70.2K 0.62% 52
2025
Q3 		$3.93M Buy
59,515
+3,542
+6% +$224K 0.7% 42
2025
Q2 		$3.28M Sell
55,973
-439
-0.8% -$25.8K 0.64% 49
2025
Q1 		$3.38M Sell
56,412
-24
-0% -$1.31K 0.76% 41
2024
Q4 		$2.95M Buy
56,436
+3,234
+6% +$172K 0.65% 46
2024
Q3 		$2.72M Sell
53,202
-2,168
-4% -$110K 0.61% 48
2024
Q2 		$2.52M Sell
55,370
-705
-1% -$31.3K 0.58% 51
2024
Q1 		$2.45M Buy
56,075
+1,151
+2% +$47.7K 0.58% 52
2023
Q4 		$2.22M Buy
54,924
+4,454
+9% +$184K 0.57% 54
2023
Q3 		$2.12M Buy
50,470
+6,555
+15% +$290K 0.55% 47
2023
Q2 		$1.99M Buy
43,915
+6,450
+17% +$292K 0.5% 51
2023
Q1 		$1.67M Buy
37,465
+1,605
+4% +$73.8K 0.49% 50
2022
Q4 		$1.64M Buy
35,860
+1,644
+5% +$74.5K 0.5% 52
2022
Q3 		$1.38M Sell
34,216
-1,374
-4% -$59.9K 0.45% 56
2022
Q2 		$1.49M Buy
35,590
+7,691
+28% +$398K 0.46% 58
2022
Q1 		$1.46M Buy
27,899
+7,125
+34% +$363K 0.34% 71
2021
Q4 		$984K Buy
20,774
+2,621
+14% +$120K 0.23% 92
2021
Q3 		$826K Buy
18,153
+2,253
+14% +$109K 0.2% 99
2021
Q2 		$758K Buy
15,900
+1,353
+9% +$66.5K 0.18% 107
2021
Q1 		$744K Buy
14,547
+236
+2% +$10.6K 0.2% 92
2020
Q4 		$587K Buy
14,311
+130
+0.9% +$5.22K 0.18% 98
2020
Q3 		$548K Sell
14,181
-157
-1% -$6.53K 0.21% 90
2020
Q2 		$563K Sell
14,338
-1,658
-10% -$64.7K 0.24% 83
2020
Q1 		$619K Buy
15,996
+730
+5% +$32.4K 0.34% 56
2019
Q4 		$762K Buy
+15,266
New +$720K 0.34% 60

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

Independent Solutions Wealth Management's MO Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Altria Group (MO) stake by 2.2% in Q2 2026, buying an estimated $91.3K and bringing the position to 60,125 shares worth $4.33M. The position accounts for 0.56% of the portfolio, ranked #50.

Independent Solutions Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Independent Solutions Wealth Management held 60,125 shares of Altria Group worth $4.33M as of Q2 2026.
  • Independent Solutions Wealth Management bought 1,308 Altria Group shares in Q2 2026, an estimated $91.3K.
  • Altria Group made up 0.56% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Independent Solutions Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.