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Independent Wealth Network’s Altria Group MO Stock Holding History

Independent Wealth Network’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 		$1.27M Buy
17,642
+814
+5% +$56.8K 0.32% 81
2026
Q1 		$1.11M Sell
16,828
-247
-1% -$15.9K 0.33% 85
2025
Q4 		$985K Sell
17,075
-1,147
-6% -$69.3K 0.3% 86
2025
Q3 		$1.2M Sell
18,222
-282
-2% -$17.9K 0.39% 65
2025
Q2 		$1.08M Buy
18,504
+148
+0.8% +$8.69K 0.39% 64
2025
Q1 		$1.1M Sell
18,356
-65
-0.4% -$3.55K 0.44% 59
2024
Q4 		$963K Buy
18,421
+449
+2% +$23.9K 0.39% 69
2024
Q3 		$917K Sell
17,972
-114
-0.6% -$5.76K 0.41% 66
2024
Q2 		$824K Sell
18,086
-464
-3% -$20.6K 0.38% 71
2024
Q1 		$809K Buy
18,550
+637
+4% +$26.4K 0.38% 69
2023
Q4 		$723K Buy
17,913
+575
+3% +$23.8K 0.38% 71
2023
Q3 		$729K Buy
17,338
+282
+2% +$12.5K 0.45% 53
2023
Q2 		$773K Buy
17,056
+1,181
+7% +$53.5K 0.46% 54
2023
Q1 		$708K Buy
15,875
+227
+1% +$10.4K 0.45% 50
2022
Q4 		$715K Buy
15,648
+360
+2% +$16.3K 0.49% 44
2022
Q3 		$617K Buy
15,288
+663
+5% +$28.9K 0.48% 51
2022
Q2 		$611K Buy
14,625
+466
+3% +$24.1K 0.44% 57
2022
Q1 		$740K Buy
14,159
+145
+1% +$7.39K 0.47% 55
2021
Q4 		$664K Sell
14,014
-20
-0.1% -$916 0.41% 61
2021
Q3 		$631K Buy
+14,034
New +$678K 0.41% 63

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 Wealth Network's MO Position: Q2 2026 in Review

Independent Wealth Network increased its Altria Group (MO) stake by 4.8% in Q2 2026, buying an estimated $56.8K and bringing the position to 17,642 shares worth $1.27M. The position accounts for 0.32% of the portfolio, ranked #81.

Independent Wealth Network first reported a position in MO in Q3 2021 and has held it in 20 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Independent Wealth Network held 17,642 shares of Altria Group worth $1.27M as of Q2 2026.
  • Independent Wealth Network bought 814 Altria Group shares in Q2 2026, an estimated $56.8K.
  • Altria Group made up 0.32% of Independent Wealth Network's portfolio in Q2 2026, its #81 holding.
  • Independent Wealth Network first reported a position in Altria Group in Q3 2021 and has held it in 20 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.