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Laurel Oak Wealth Management’s Altria Group MO Stock Holding History

Laurel Oak 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 		$297K Buy
4,133
+10
+0.2% +$698 0.04% 286
2026
Q1 		$272K Hold
4,123
– – 0.05% 293
2025
Q4 		$238K Buy
+4,123
New +$249K 0.04% 309

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

Laurel Oak Wealth Management's MO Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Altria Group (MO) stake by 0.24% in Q2 2026, buying an estimated $698 and bringing the position to 4,133 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #286.

Laurel Oak Wealth Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Laurel Oak Wealth Management held 4,133 shares of Altria Group worth $297K as of Q2 2026.
  • Laurel Oak Wealth Management bought 10 Altria Group shares in Q2 2026, an estimated $698.
  • Altria Group made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Laurel Oak Wealth Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.