Lake Street Private Wealth’s Altria Group MO Stock Holding History

Lake Street Private Wealth’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	–	Sell	-57,015	Closed	-$3.76M	–	281
2026 Q1	$3.76M	Buy	57,015 +5,633	+11%	+$362K	0.48%	62
2025 Q4	$2.96M	Buy	51,382 +6,718	+15%	+$406K	0.36%	65
2025 Q3	$2.95M	Sell	44,664 -83	-0.2%	-$5.26K	0.38%	66
2025 Q2	$2.62M	Buy	+44,747	New	+$2.63M	0.37%	65
2020 Q2	–	Sell	-5,656	Closed	-$219K	–	153
2020 Q1	$219K	Sell	5,656 -34,112	-86%	-$1.51M	0.1%	136
2019 Q4	$1.99M	Buy	39,768 +5,351	+16%	+$252K	0.76%	49
2019 Q3	$1.41M	Sell	34,417 -389	-1%	-$17.9K	0.64%	58
2019 Q2	$1.65M	Buy	34,806 +637	+2%	+$33.4K	0.97%	37
2019 Q1	$1.96M	Buy	+34,169	New	+$1.75M	1.35%	24

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lake Street Private Wealth's MO Position: Q2 2026 in Review

Lake Street Private Wealth sold out of Altria Group (MO) in Q2 2026, closing a stake of 57,015 shares — an estimated $3.76M sold.

Lake Street Private Wealth first reported a position in MO in Q1 2019 and held it in 9 quarters. The position peaked at $3.76M in Q1 2026. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Lake Street Private Wealth reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
Lake Street Private Wealth sold 57,015 Altria Group shares in Q2 2026, an estimated $3.76M.
Lake Street Private Wealth first reported a position in Altria Group in Q1 2019 and held it in 9 quarters.
Lake Street Private Wealth's Altria Group position peaked at $3.76M in Q1 2026.
2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.