KWA
MO icon

Kingswood Wealth Advisors’s Altria Group MO Stock Holding History

Kingswood 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 		$2.83M Buy
39,280
+4,765
+14% +$333K 0.11% 198
2026
Q1 		$2.28M Buy
34,515
+9,018
+35% +$580K 0.11% 214
2025
Q4 		$1.47M Sell
25,497
-4,424
-15% -$267K 0.07% 275
2025
Q3 		$1.98M Buy
29,921
+4,761
+19% +$302K 0.12% 181
2025
Q2 		$1.48M Buy
25,160
+6,148
+32% +$361K 0.12% 188
2025
Q1 		$1.13M Sell
19,012
-3,525
-16% -$192K 0.1% 221
2024
Q4 		$1.18M Sell
22,537
-4,619
-17% -$246K 0.09% 236
2024
Q3 		$1.39M Buy
27,156
+8,861
+48% +$448K 0.1% 232
2024
Q2 		$833K Buy
18,295
+7,177
+65% +$318K 0.08% 268
2024
Q1 		$485K Sell
11,118
-4,319
-28% -$179K 0.06% 357
2023
Q4 		$623K Buy
15,437
+8,583
+125% +$355K 0.07% 293
2023
Q3 		$1.27M Buy
+6,854
New +$303K 0.22% 120

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

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

Kingswood Wealth Advisors increased its Altria Group (MO) stake by 14% in Q2 2026, buying an estimated $333K and bringing the position to 39,280 shares worth $2.83M. The position accounts for 0.11% of the portfolio, ranked #198.

Kingswood Wealth Advisors first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kingswood Wealth Advisors held 39,280 shares of Altria Group worth $2.83M as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,765 Altria Group shares in Q2 2026, an estimated $333K.
  • Altria Group made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • Kingswood Wealth Advisors first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.