LWM
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Lakeridge Wealth Management’s Altria Group MO Stock Holding History

Lakeridge 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 		$365K Buy
5,069
+74
+1% +$5.17K 0.13% 129
2026
Q1 		$330K Sell
4,995
-172
-3% -$11.1K 0.14% 128
2025
Q4 		$298K Sell
5,167
-53
-1% -$3.2K 0.14% 128
2025
Q3 		$345K Sell
5,220
-254
-5% -$16.1K 0.15% 113
2025
Q2 		$321K Sell
5,474
-121
-2% -$7.11K 0.15% 114
2025
Q1 		$336K Buy
5,595
+695
+14% +$37.9K 0.17% 108
2024
Q4 		$256K Sell
4,900
-126
-3% -$6.71K 0.13% 131
2024
Q3 		$257K Sell
5,026
-82
-2% -$4.14K 0.14% 127
2024
Q2 		$233K Buy
5,108
+396
+8% +$17.6K 0.14% 126
2024
Q1 		$206K Buy
+4,712
New +$195K 0.13% 128

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

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

Lakeridge Wealth Management increased its Altria Group (MO) stake by 1.5% in Q2 2026, buying an estimated $5.17K and bringing the position to 5,069 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #129.

Lakeridge Wealth Management first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lakeridge Wealth Management held 5,069 shares of Altria Group worth $365K as of Q2 2026.
  • Lakeridge Wealth Management bought 74 Altria Group shares in Q2 2026, an estimated $5.17K.
  • Altria Group made up 0.13% of Lakeridge Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Lakeridge Wealth Management first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.