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Kingsview Wealth Management’s Altria Group MO Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-600
Closed -$1K – 970
2021
Q2 		$1K Buy
+600
New +$29.5K ﹤0.01% 899
2020
Q2 		– Sell
-200
Closed -$1K – 641
2020
Q1 		$1K Hold
200
– – ﹤0.01% 493
2019
Q4 		$1K Buy
+200
New +$9.43K ﹤0.01% 486
2018
Q3 		– Sell
-200
Closed -$1K – 439
2018
Q2 		$1K Buy
+200
New +$11.5K ﹤0.01% 373

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 $3.38T AUM 44.17% 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

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

Kingsview Wealth Management reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $921K and leaving 97,867 shares worth $7.04M. The position accounts for 0.09% of the portfolio, ranked #216.

Kingsview Wealth Management first reported a position in MO in Q1 2017 and has held it in 38 quarters since. The position peaked at $11.6M in Q2 2024. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kingsview Wealth Management held 97,867 shares of Altria Group worth $7.04M as of Q2 2026.
  • Kingsview Wealth Management sold 13,201 Altria Group shares in Q2 2026, an estimated $921K.
  • Altria Group made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Kingsview Wealth Management first reported a position in Altria Group in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Altria Group position peaked at $11.6M in Q2 2024.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.